What is your investment philosophy?

We use mainly index funds and exchange traded funds because of their low fees, low trading costs, and large availability of asset classes. Index funds also perform better than most actively managed funds. We create a portfolio based on your risk tolerance, when you will need the funds and current level of assets.

We review and rebalance your portfolio throughout the year to make sure your portfolio stays within the targets we established. This also naturally takes advantage of the market fluctuations by selling high and buying low.

Posted in: Frequently Asked Questions

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Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432

Join our newsletter

Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432