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
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