A 2026 investment review is about alignment, not market timing. Revisit risk, taxes, fees, and life changes to ensure your portfolio still fits your plan.

Market corrections and recessions are part of investing. The key to navigating 2026 isn’t prediction—it’s preparation, perspective, and a plan built to endure uncertainty.

Reviewing your investments goes beyond checking returns. This guide helps you align your portfolio with your evolving goals, manage risk, and ensure your strategy still fits your life—today and tomorrow.

Don’t panic—plan. This resource outlines what to consider during a recession or market correction, from cash flow to mindset, so your long-term strategy stays intact even when the markets don’t.