Latest / The Money Matters MD Show

My 2025 Portfolio Review: What I’m Changing for 2026
How did your investments really perform in 2025 — and what should you do differently in 2026?
In this episode, we unpack why international stocks and commodities outpaced U.S. markets, even as large-cap growth stayed strong.
You’ll also learn how a globally diversified 80/20 portfolio delivered better returns with less volatility — and why rebalancing and slowly increasing bonds is the smartest way to stay on track in 2026.
The skinny
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