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 ...