Reviewing your investment statements each month can help you understand your money, build financial confidence, and make ...

For example, your money was equally split between two funds: after a year, one is up 50% and the other has fallen 50%. Your ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Financial planning carries a widespread misconception about the time frame ...

Diwali season prompts investors to review mutual fund portfolios. Experts suggest quarterly or bi-annual checks to align investments with goals and risk profiles. Avoid common mistakes like selling ...