It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Financial Hacks for Millennials: Values-Based Investing Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals.