Schedule it
A periodic review — typically annual, or when something material changes — keeps decisions deliberate rather than reactive.
Watch for life triggers
A new job, a new family responsibility, a large liability or a changed goal date all affect the plan more than a month of market movement.
Key Takeaways
- A scheduled review is more useful than a reactive one.
- Life events are stronger review triggers than market movement.
- Reviews should end with a decision, even if that decision is to do nothing.
- Portfolio Review
- Investment Performance
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