Portfolio Architect Quotes

“There are three crucial things which must be monitored regularly. In order of importance, they are 1) investment returns relative to your financial plan requirements, 2) your asset allocation, and 3) the quality of your investments. But just how often should you review those things? The answer is, “It depends.”
― Greg Phelps, Portfolio Architect: 5 Keys to Design, Build, and Manage Your Ultimate Investment Plan