Analytics wise - reviewing my own investment strategies and confirming my decisions from the past decade+ align with my current priorities and goals. From a risk allocation perspective to investment vehicles to tax advantaged prioritization. It's made my head hurt but I'm really proud that I didn't let the status quo woo me into paralysis. For the record, I'm not making or recommending sweeping investment shifts or changes, especially not on a regular basis, but for me...it was time to do the analysis!
Cailin Swingle
Customer Experience
