Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
What makes one investor stick with their strategy through market swings while another panics and pulls out?
Often, it comes down to mindset.
Your investing
Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested