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September 14, 2026

These simple portfolio checks could save you from costly mistakes

  • Follow these steps to keep your financial goals on track for the rest of the year.
    • By CHRISTINA BENZ
    Morningstar

    iStock image [enlarge]

    A portfolio management policy of benign neglect beats a too-active one any day. Nonetheless, it's a good idea to check up on your portfolio periodically. Here are key items to keep on your dashboard.


     
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