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  • Legal Documents
  • Short Term Disability
  • Summary Plan Descriptions
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Invest Smarter: Measure Progress

At least once a year you should review your investment performance. Start by recording how your investments are doing on a quarterly basis and compare their performance with an appropriate index (such as the S&P 500 if you've invested in large company stocks). Even if you are on track to achieving your financial goals, certain life events may cause you to change your direction.

You should reevaluate your investment strategy:

• At least once a year—maybe on New Year’s Day, your birthday, tax day.
• If you have a significant personal or financial change (you get married or divorced).
• As your long-term goals turn into short-term goals (when retirement goes from being 10 years away to next year).
• If your goals change (when your dream car fund turns into your child’s college fund).
• If your perspectives on economic conditions change (when a market change affects your opinions on investments).

No matter when you revisit your investment strategy, the point is to recognize that your plan will need to change from time to time. You’ll need to make time to review and update your strategy on a regular basis.