As the year draws to a close, it's the perfect time to review your portfolio and ensure your
investments align with your goals. In this episode of Something More with Chris Boyd, Chris is
joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors
should consider before heading into 2026. From rebalancing and active allocation strategies to
adjusting for life events, we explore how disciplined portfolio management can help you stay on
track. We also touch on market trends, risk profiles, and why diversification matters more than
ever. Whether you work with an advisor or manage your own investments, this conversation
offers practical insights to help you make informed decisions. Tune in to learn how to position
your portfolio for success in the coming year.
#PortfolioReview #YearEndPlanning #InvestmentStrategy #AssetAllocation #FinancialPlanning
#WealthManagement #MarketInsights #Rebalancing #SomethingMorePodcast #MoneyMatters
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team
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