In the previous two articles, we discussed why checking your portfolio every day usually leads to unnecessary decisions and why a thoughtful annual review is often enough to keep your financial plan on track. That naturally leads to the next question. If I review my portfolio only once a year, how should I actually keep … Read more
In the previous article, we explored an important idea: a well-designed portfolio shouldn’t change because someone predicted the market’s next move. It should change only when your financial plan changes. That naturally leads to the next question. If I shouldn’t react to markets every day, how should I actually manage my portfolio? The answer isn’t … Read more
Imagine this. Tomorrow morning, someone you completely trust calls you. Not a television expert. Not a social media influencer. Someone whose market predictions have never been wrong. They tell you: “The stock market will rise exactly 5% next week.” Not “maybe.” Not “likely.” A certainty. What would you do? Would you increase your equity allocation? … Read more