Halfway through 2026 is a perfect moment to pause, take stock, and realign your investments for the second half of the year. In this episode of Alternative Investments Chat, Erica and Erin walk through a clear, practical mid‑year rebalance playbook, covering why portfolios drift, when to act, how professionals think about risk mid‑year, and how to rebalance tax‑efficiently. They also discuss what accounting for illiquid alternatives such as private credit, real estate, and private equity entails. They break rebalancing into simple steps, show a hands‑on example (Phoebe’s portfolio), and give the checklist pros use to decide whether to top up winners, trim outsized positions, or simply stay the course.

Listen to Learn:

• Why a mid‑year rebalance matters and how to compare your current allocation to your original plan.

• Calendar vs. threshold methods, and how to prioritize taxable vs. tax‑advantaged accounts.

• How to treat illiquid alternatives and private holdings using distributions, scheduled exits, or contributions to other buckets.

• Tax considerations and practical tips to avoid unnecessary gains by rebalancing inside retirement accounts when possible.

This episode is ideal for investors who want a calm, deliberate mid‑year check‑in, i.e., anyone wondering what to do with cash in 2026, curious about private credit and alternatives, or simply tired of following every market headline. Tune in to learn a simple checklist that turns a complex process into an actionable mid‑year reset. Follow, subscribe, and turn on notifications for more insights on how alternatives fit into a modern portfolio!

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