Four steps to take when spring-cleaning your portfolio

Around tax time it is a good idea to give your portfolio a good cleanout. (Image: Jason Oxenham)

Thu, 04 Apr 2024

By Lawrence StraussIt should be a common ritual: the annual portfolio cleaning.Investors can spruce up their portfolio any time of year, and should review it around November or December at a minimum to prepare for tax and retirement changes in the coming year. “This is the perfect time, because you’ve got all this information about your accounts while you’re doing your taxes,” says Lisa Featherngill , national director of wealth planning at Comerica Bank, adding that it is an opportunity to take inventory of all fin...

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