How to Review and Rebalance Your Portfolio

Robert Brokamp hosts an episode of Motley Fool Money, starting with financial insights from Schwab's economic outlook, highlighting the K-shaped economy and a potential "vibe-pression," along with Alicia Munnell's MarketWatch article on inflation's impact on household budgets. He also debunks a widely circulated statistic about retirement age and life expectancy. The main segment features an interview with certified financial planner Sean Gates, discussing portfolio review and rebalancing strategies for the coming year, including setting target allocations based on risk tolerance, considering market valuations, and using tools like the quilt chart to guide investment decisions. They also touch on benchmarking portfolio performance, evaluating individual investments, and the importance of not over-tinkering with investment accounts. The episode concludes with year-end financial planning tips, including spending FSA money and utilizing 529 accounts, and a reminder that personal finance content follows Motley Fool editorial standards.