The Woodward Financial Advisors Blog

The air is cooler, the leaves are crisper, and pumpkins are absolutely everywhere. It’s officially Fall, so we figured we’d reflect back on all that the WFA team was up to this past summer! From a trip to a dude ranch, to reuniting with family members, to awesome hikes with beautiful views, the WFA team had a lot of fun this summer. While we usually write about financial planning and investment-related topics, we thought it would be fun to share what we were all up to outside of the office.

We recently participated in a fun team-building activity, the details of which were kept secret up until the event began. Speculation ran rampant. Would we be hiking? White water rafting? Skydiving?

At its core, the concept of rebalancing is simple. Start with a target percentage allocation of each asset in a portfolio, and as asset values change, periodically make trades so that the portfolio doesn’t drift too far from those targets.