Monitoring Your Portfolio

You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with a greater percentage of stocks in your portfolio than you want. If stock prices go down, you might worry that you won’t be able to reach your financial goals. The same is true for bonds and other investments.

2026 IRA and Retirement Plan Limits

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026.