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Investing Specialists

A Midyear Tax Audit for Your Portfolio

Future market returns may be muted. That makes 'small ball,' like tax-efficient investing, more important.

My 2017 financial to-do list is designed to make the daunting job of "getting organized financially" a bit more manageable by slotting a year's worth of financial to-dos across the calendar for 2017. Taken as a big bloc, all of these jobs would be exceptionally off-putting. But they're not such a heavy lift when you tackle them one by one.

On the docket for July? Conducting a midyear checkup of your portfolio. Last week I discussed some of the key themes to focus on as you review your portfolio's holdings and its performance--market forces that have affected portfolios for better and for worse thus far in 2017.