04/27/2026
Most people only look at their portfolio when the market drops. By then, it's usually reactive, not strategic. A once-a-year check-in, when things are calm, gives you a chance to ask a better question: does this still match where my life is headed? Your goals may shift over time. What made sense three years ago might not make sense today. A regular review isn't about chasing performance. It's about staying intentional with what you've built.