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 ...

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 ...

Susan Dziubinski: Hi, I’m Susan Dziubinski for Morningstar. We’re near the halfway point in 2023, and investors may be thinking about conducting a midyear portfolio review. Here today to discuss what ...