Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
It rarely starts calmly.
A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.
And
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.
But what if the most expensive
