4 Must-Do's to Prep Your Portfolio for a Bumpy '23

Investors might be eager to close the books on 2022, but before you do, take some time to make sure your portfolio is ready for the new year.This y...

December 29, 2022
11:28 AM

Investors might be eager to close the books on 2022, but before you do, take some time to make sure your portfolio is ready for the new year.This year, your December financial checklist comes with a twist. Many market participants expect a recession in 2023, as policy makers continue to raise interest rates to cool the economy and tame inflation. As you review your finances, make sure you're positioned to weather the storm. The good news? 'We don't think 2023 will be like 2008,' says Beth Handwerker, an estate and financial planner at James Investment in Beavercreek, Ohio.

Elizabeth O'Brien