As a general rule, it's a good idea to review your investments at least once a year. This will allow you to see how your investments have performed over the past year and make any necessary adjustments to your portfolio. That's true if you don’t actively manage your investments and you’re in the middle of…

There are many things to consider when choosing an investment adviser, including the adviser's experience, credentials, fees, and investment philosophy. You should also consider whether the adviser is a fiduciary, which means they are legally obligated to act in your best interests. Make sure you feel comfortable with the adviser and that they understand your…