It’s Important to Periodically Review Your Investments

It’s Important to Periodically Review Your Investments
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Rodd Mann
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Twice each year, we should revisit our portfolio to assess whether we need to make some changes; professional investors do so quarterly. A portfolio needs to be reviewed to make certain it is achieving our desired results within acceptable risk and other constraints, such as anticipated cash flow and tax requirements.

We all look at the bottom line on our brokerage statements to measure our financial progress: how am I doing compared to last month or this time last year?

Rodd Mann
Rodd Mann
Author
Rodd Mann writes about carving out a creative and unique new career in a changing world. His own career has taken him all over the world, working in accounting, finance, materials, logistics and manufacturing operations. Author, teacher, writer, consultant, Rodd has worked in many high-tech roles.
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