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January 20, 2026

How to conduct your own portfolio makeover

  • Eight steps to an improved, streamlined, and more tax-efficient portfolio.
    • By CHRISTINE BENZ
    Morningstar

    If you'd like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once.

    Step 1: Gather your documentation


     
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