The Portfolio Review: Why It Is Important and How to Do It

by Julie Jason

The Portfolio Review: Why It Is Important And How To Do It Splash image

The start of a new year is the perfect time to review your portfolio. If you have not been monitoring your portfolio on a regular basis, now is the time to resolve to do so in the future.

Doing your own review periodically (quarterly or at least yearly) will help you understand whether you are on course to meeting your goals, or whether you need to change your strategy or tactics. The objective of such a review is to catch mistakes and to correct your course on a timely basis, with the

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Julie Jason directs the money management practice of Jackson, Grant Investment Advisers, Inc. of Stamford, CT. She is the author of “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” (Sterling, 2011).


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