
I’m looking for investing and financial planning experts who can identify mistakes investors should avoid during the final months of 2026. The focus is on year-end decisions involving taxes, portfolio allocation, retirement accounts, and emotional investing that could have consequences well into 2027.
1. What are the biggest investing mistakes you see people make at the end of the year?
2. How can making investment decisions primarily to reduce this year’s taxes backfire or create problems in the following year?
3. What mistakes do investors commonly make with tax-loss harvesting, particularly around the wash-sale rule or selling investments they should have kept?
4. Why is year-end a useful time to check portfolio allocation, and what can happen if investors neglect to rebalance?
5. What should investors check regarding 401(k)s, IRAs, or other tax-advantaged accounts before the year ends?
6. Is holding too much cash after a volatile or uncertain year a potential mistake? How should investors determine whether their cash allocation has become excessive for their goals?
7. What risks come with chasing whichever stocks, sectors, or asset classes performed best during 2026?
8. How can investors avoid making emotional year-end moves based on headlines or predictions about what markets will do in 2027?
9. Can you give an example of a seemingly small year-end investing mistake that could have significant tax or financial consequences the following year?
10. What is the single most important portfolio check you would encourage investors to complete before entering 2027?
Deadline: Oct 1st, 2026 11:59 PM (May close early)
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