06/02/2026
Most investors check their portfolio at least once a day.
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.
That's a different exercise. And the years around retirement are where the difference starts to matter most.
Learn more about how checking your portfolio isn't the same as reviewing it!
Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....