How Often Should You Really Check Your Portfolio?

Checking your balance every day is like watching grass grow—it only creates unnecessary emotion.

The Monthly Budget Check

Essential for tracking expenses and ensuring you are staying within your limits.

The Quarterly Rebalance

A good time to see if your assets have drifted and to look at your overall net worth trend.

The Annual Strategy Session

Once a year, sit down for a deep dive. Review your long-term goals and make any major adjustments to your plan.