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5 Investor Insights | Q2 2024 Rebalance Notice

Walter R. Worley, IV, CFP®, AIF®

April 08, 2024

Contact

Office: (410) 952-7288

Mailing Address Only

1910 Towne Centre Blvd., Suite 250

Annapolis, MD 21401

walter@w1wealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

^{Check the background of your financial professional on FINRA's BrokerCheck.}

^{The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.}

^{We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.}

^{United Planners is not affiliated with any other entities referenced.}

^{Securities and investment advisory services offered through United Planners’ Financial Services - a registered broker-dealer, member FINRA & SIPC, and registered investment advisor. W1 and United Planners are not affiliated.}

^{Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.}

^{The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.}

^{CFP®, Certified Financial Planner™ are certification marks owned by the certified financial planner board of standards, inc. These marks are awarded to individuals who successfully complete the CFP® board's initial and ongoing certification requirements.}

^{Internet Disclosure: This communication is strictly intended for individuals residing in the states of CT, DC, FL, GA, MD, NY, PA, SC, VA, No offers may be made or accepted from any resident outside the specific states referenced.}

^{Insurance-Related services may not be provided to individuals residing in any states other than CT, DC, FL, MD, NC, VA.}

^{Important Consumer Information: A broker-dealer, Investment Adviser, BD Agent, or IA representative may only transact business in a state if first registered appropriately. Follow-Up, individualized responses to persons in a state by such firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Adviser, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator. Note: any URL or "Link" to another website is provided as a convenience for the public, and does not imply affiliation, sponsorship or endorsement of these external sites by either keating financial services, United Planners’ financial services of america.}

^{We take protecting your data and privacy very seriously. As of January 1, 2020 the California consumer privacy act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.}

^{Registered branch office location: 900 Rock Dove Court, Arnold, MD 21012}