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cover of episode How Often Should You Check Your Investment Portfolio?

How Often Should You Check Your Investment Portfolio?

2022/8/5
logo of podcast iWealth

iWealth

Shownotes Transcript

How often should you check your investments?  Research shows that the more frequently investors monitor their portfolio, the riskier they perceive investing. When investors constantly check their investments, they become more sensitive to losses than to gains. Are you looking at your investments too often or not often enough?    

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial. 

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. 

MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.