The end of the year is generally a good time to take stock of things because new year, new start, right? Doing regular reviews of your financial portfolio can help you stay on track with your financial goals, be aware of your spending patterns, and even alert you to any unpaid debt or tax responsibilities. You get to take a critical look at your goals and milestones, and pinpoint potential growth opportunities. This year, many investors were affected by mounting inflation and austere macroeconomic conditions. Particularly in times like this, a year-end review of your portfolio is a good opportunity for you to assess your progress and set effective investment strategies for the coming year. So how should you go about it? Here’s a step-by-step guide to help you through your portfolio assessment. 1. Review Your Overall Progress First, look at the basics. Take stock of what you have accomplished in the year. Have you been saving consistently...