Your Year-End Financial Checklist: 5 Things to Tackle Before 2027

Morningstar · Valentina Djeljosevic · 2026-11-06 01:11 UTC

Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions.

Christine Benz explains how to approach portfolio rebalancing, charitable giving, and retirement contributions.

Key Takeaways

- Rebalance to keep your portfolio’s risk level in check.

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