You want a financial advisor who is working for you and keeping tabs on how your account performs. Learn about Upward Financial Planning’s investment philosophy and how you may benefit from working with a fee-only advisor who rebalances your account quarterly. As an investment manager rebalances quarterly, it updates the balances to target allocations so that assets that have performed well are harvested and put to work in the underperforming assets which may then perform better. This strategy essentially buys low and sells high within the different asset allocations within your account, every quarter.
*Disclaimer: This is not financial advice. Past performance is not indicative of future returns. UFP is not responsible for any action you may take or any market losses you may incur after watching this video. For investing advice, reach out to us at UFP or consult with your investment advisor.
When Daniel is not giving financial advice or managing investments, he enjoys renovating properties, real estate investing, drinking coffee, hanging out with friends, spending weekend trips in his camper van, and exploring the outdoors on a hiking or biking trail in his hometown of Roanoke, VA and beyond.