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How often should I call my financial advisor?

How often should I call my financial advisor?

While a client should be involved in communication efforts as well, it’s really the advisor that should be reaching out with information and scheduling appointments at least once a year.

You should definitely discuss your investment portfolio with your Financial Advisor at least annually. Even if nothing has changed, it’s important to keep communication lines open.

On the other hand, doing that more than once a quarter without a pressing need to do so might lead you to make poor decisions based on emotions and shortsightedness, rather than on investment discipline.

What is a Good Financial Advisor?
Do I Need a more Specialized Advisor?

Keywords: financial advisors, portfolio performance, investment portfolio, quarterly review, client relationships,
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