Why Rebalancing Your Investment Allocation is Important

Many people have heard that a balanced portfolio is a key to investing success. But very few people actually know what it means to have a “balanced” portfolio - let alone what rebalancing looks like.  ​READ MORE

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MEET TONY

Tony Velasquez runs Wisely Advised, LLC a full-service Registered Investment Advisory Firm offering Financial Planning, Accounting and Investment Advisory services to individuals, families, and businesses. 
 
Whether it's traveling, being at the beach, or at his family's ranch in Texas, Tony loves enjoying time with his family and friends. ​​

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