Lee Baker, founder of Claris Financial Advisors, emphasizes the importance of regularly reassessing financial portfolios. He believes that changes in life circumstances should prompt evaluations, not just market downturns. While he highlights buffered ETFs, which can help limit losses during dips, he also cautions investors that these can also cap potential gains. This balance is crucial for anyone looking to stabilize their investments over time. Regular portfolio reviews can keep investments aligned with personal goals and adapt to shifting market conditions.