Lack of mega-cap stocks caused my portfolio to underperform the S&P 500 in 2023, although I am ahead on a 2-year basis. Key lessons are to recognize and accept the impacts of deviating from the ...

Learn the optimal frequency needed to review your portfolio based on expert advice, so you can avoid hasty decisions while maintaining alignment with your goals.

While the past two years have been frustrating, don’t deviate from your investment process. While tracking short-term performance can highlight some weaknesses, it also brings up a lot of noise from ...

This month, I will continue with the monthly portfolio review for the Manatoku Investment Research Institute.September, known in stock market seasonality as the "anomaly month", is historically a ...

How many financial services professionals do you have as clients? Do portfolio reviews feel awkward? Are fees an issue? I was a financial advisor for years before I entered management at my previous ...

Portfolio reviews are like report cards for the financial advisor. They demonstrate accountability. You gave advice. Your client followed it. What has been the outcome? Although it sounds risky for ...