Updated Friday, August 28, 2015 as of 6:17 PM ET

Fine-Tuning a Portfolio Gets Year off to a Good Start

With most of 2013 still ahead, investors should not overlook the opportunity to review their portfolios to make sure they are still aligned with their short- and long-term goals. While it is easy to get wrapped up in other priorities, the beginning of a year is an ideal time for investors and their advisors to spend some time going over current holdings and possible future allocations. Although most fund investors are focused on long-term investing, a year or several without such a review can create disconnects in a portfolio's positioning versus the expectations of the investor.

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