Investment reviews help ensure investments still reflect objectives and circumstances.
The question is often about balance — reviewing often enough, but not too often.
Typical review approaches
Many people review investments:
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annually
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at agreed intervals
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when circumstances change
There is no single correct frequency.
Avoiding short-term reactions
Reviewing too frequently can lead to decisions driven by short-term market movements rather than long-term plans.
A final note
This article explains how people typically approach investment reviews, not how often you should review.
If reviewing investments raises wider questions, some people find it helpful to gain clarity before advice or action. Evoa exists for that purpose — before advice and before action.