How Often Should I Check my Portfolio?
How Often Should I Check my Portfolio?
You can review your investments by going to our home page (www.hendershottwealth.com) and scrolling to the bottom of the home page and selecting “Focus Partners Login” or “eMoney Login.” Focus Partners’ Envestnet login will show you your accounts at Schwab. eMoney will show you all of your financial accounts, including bank accounts, mortgages and credit cards, if you’ve added them there.
Unlike our recommendations on the frequency of reviewing your bank accounts, looking at your investment accounts on a monthly or quarterly basis should be sufficient. However, these are still considered short periods of time and since you are investing for the long term, please be aware that the short-term account value movements can cause investors to make poor decisions.
