Financial portfolios need to be reviewed on a timely basis to gauge performance.
Past returns cannot guarantee the same returns in future hence a regular review is a must. Most fund managers run multiple simulations of their portfolio which covers various macro aspects. Even the Great funds often underperform and need to be replaced with better ones. A financial review ensures that you remain connected with what you are doing.
We encourage family to be involved in some of the financial reviews to ensure their concerns are addressed as well. We encourage financial literarcy and can help your family members along with you get the right edge that is needed to understand finance.