PORTFOLIO CHECKUP News & Analysis

Review your portfolio and position yourself for the future

Key financial priorities for investors in the peak earnings years of their 40s and 50s.

Problem spots in real-world portfolios—and how to fix them.

Amid rising inflation and interest rates and geopolitical tensions, it could be time for investors revsit their portfolios.

With rates on the move, here's how to assess your stock, bond, and cash holdings.

Especially during market downturns, ticking off these jobs can provide certainty, highlight areas you need to tighten up or even distract from...

In six easy steps. 

If it's been a while since you last looked at your portfolio weightings, you may need to make some adjustments.

An IPS helps transition your investment collection to an investment plan.

Asking how well your holdings are doing their jobs is a starting point for trimming your portfolio.