Manage Your Portfolio
Portfolio Reviews—Strive for Better Outcomes
Changes in the market and life events are unavoidable. But, if you only check your portfolio when the market is volatile, you’re at a disadvantage. Buying or selling funds based on their recent performance is a recipe for buying high and selling low—the exact opposite of successful investing. To keep your plans on course, it’s wise to review your portfolio annually or when various life stages occur.
Questions to Consider During Your Review
- Has a life event occurred?
Your goals or risk tolerance will change over time, especially as you near retirement. Our Investment Planner tool is designed to help you determine your comfort with risk and investing style.
- How much will you need for your goals?
Take advantage of our calculators to help plan for your goals, such as retirement, college, and more.
- How can you stay informed?
Read market news and insights from our investment professionals to help make more informed decisions regarding the issues you face.
Diversification does not assure a profit nor does it protect against loss of principal.