What the year-end timing means for your portfolio

12/10/2025

Listen "What the year-end timing means for your portfolio"

Episode Synopsis

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more! This week, Tom discusses the fast-approaching Halloween, the year-end, and what that timing means for your investment portfolio. He also emphasizes that Roth conversions aren’t always slam dunks and definitely not a DIY task. Plus, […]