When to Rebalance Your Portfolio

July 25, 2019

When to Rebalance Your Portfolio.pdf

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13919 S W Bay Shore Drive, Suite 106
Traverse City, MI 49684
phone: 231.421.7711
fax: 231.421.7760

Black Walnut Wealth Management is a fee-only financial planning and financial advisory firm that proudly serves the Northern Michigan area including Beulah, Cadillac, Charlevoix, Elk Rapids, Frankfort, Gaylord, Glen Arbor, Grand Traverse, Leland, Ludington, Manistee, Petoskey, and Suttons Bay.

Financial advice from Black Walnut Wealth Management should not be construed as tax or legal advice. Black Walnut Wealth Management is not engaged in rendering professional legal or accounting services.

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The CFP^® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP^® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.

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Eric Braund is an Investment Advisor Representative with Dynamic Wealth Advisors dba Black Walnut Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.

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