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Your portfolio may be taking more risk than you realize even if you haven’t changed a thing. Paul and Travis Ivanoff unpack the overlooked issue of portfolio drift, explaining how market gains can quietly shift your asset allocation, increase risk exposure, and move you away from your original retirement goals. They discuss why ongoing portfolio monitoring matters, how rebalancing works, the role of tax-loss harvesting, and the value of a portfolio X-ray in uncovering hidden risks. Learn why a “set it and forget it” approach can create unintended consequences for retirement investors.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

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