Tape Talk | Investing, Business, Wealth, And Your Money

On this week's episode of Tape Talk, Quint and Daniel welcome spring with some tips for spring cleaning your financial life. Rebalance and Review Investment Allocations If you didn't already do so at the end of the year, it's time to rebalance your accounts which don't automatically do so themselves. This is an important part of any investment strategy to ensure you stay aligned with the investment objectives you set out for yourself. Additionally, it's important to take this to review your investment allocation and ensure it is in line with both your risk tolerance and your risk temperament. IRA and Roth IRA Contributions With one month left to go before the 2018 tax filing deadline, it is a good time to consider any last minute 2018 retirement account contributions. Additionally, while taxes are on the mind and all your paperwork is handy it is the perfect time of year to review your retirement savings strategy for 2019 and how it can be best optimized. Review Your Will (or make one!) While you already h