Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
A Review of Great American Investments
Author: Aryion Petrelle
Matt Jude on Investing for Student Athletes
As a former D1 swimmer, Matt Jude, CFP® and Rebalance Vice President of Wealth Management, knows firsthand how hard student athletes work to balance sports and academics. At Rebalance, Matt and his team help young athletes navigate the financial opportunities that come with their success — and set themselves up for a great future.
Lauren Simpson on Financial Independence, Retire Early
Rebalance Chief Marketing Officer Lauren Simpson is on a mission to retire by 35 — and she’s well on her way. A passionate advocate of the FIRE movement, Lauren and her husband became millionaires before 30 by saving, investing, and planning strategically. She believes that with the right financial plan, you don’t have to choose between living well today and building the future you want.
What to Do When Your 401(k) Leaves Something to Be Desired
By Mark Miller Rebalance Managing Director Scott Puritz highlights the significant impact of fees in 401(k) plans, and how high fees will compound over time and substantially diminish retirement savings. Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly. Chris… Read more »
What is the worst time to hire a financial adviser?
Rebalance Managing Director Mitch Tuchman outlines in this column how one should take financial advice as seriously as they take medical advice. If the number of digits on your retirement account balance surprises you, that might be a sign you need to get help with your financial decisions. The average American household in their 50s… Read more »
More Americans own stocks. This is great for their financial future.
For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.
What Investors Should Know About Money-Market Funds and CDs
Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.
Should You Refinance Your Mortgage to Pay Off Debt?
Should You Refinance Your Mortgage to Pay Off Debt? by Mike Schmidt With consumer debt growing, experts, including Rebalance Senior Vice President Sonja Breeding, have advice to help home owners tackle personal debt. Consumer debt continues to grow, with the average American holding a balance of $96,371 — a 5.4% increase from 2021 — according… Read more »
The 60-40 Investment Strategy Is Back After Tanking Last Year
With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.
With the Odds on Their Side, They Still Couldn’t Beat the Market
The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.
