My 2025 Year-End Portfolio Review: Top Winners, Biggest Losers, And Lessons For 2026

Doing a year-end review of our portfolios is essential to make sure we are getting adequate returns versus our benchmarks and achieving our goals according to what phase of our investmentBrett Ashcroft Green, CFP® is a CERTIFIED FINANCIAL PLANNER™. His family also operates a real estate brokerage in Nevada, one of the most tax-advantaged jurisdictions in the United States for retiring, estate planning, and establishing trusts. He holds an MBA and has worked with high-net-worth and ultra-high-net-worth indiv ...