Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Author: trillion
Managing the Risks and Taxes of Highly Appreciated Stock
Big investment wins can create new risks. This piece explores how to manage concentrated stock and unrealized gains with smart, tax-aware strategies that protect and preserve long-term wealth.
Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025
Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News.
Rebalance Named Top RIA Firm by Forbes
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
As equity compensation becomes more common, financial planner Matt Jude turned to Leavey’s Certified Equity Professional Institute to deepen his expertise and better guide clients through complex stock-based benefits.
Diminishing Returns for University Endowments
David Swensen’s endowment model once delivered exceptional results, but its advantages have faded as alternatives became crowded, expensive, and less liquid. Today, both institutions and individual investors should be cautious about relying on strategies that no longer offer the same edge.
A Recipe for Doubling Your Stock Returns, Again and Again
Rebalance, and our firm’s Investment Committee Member Charley Ellis, share the same investing recipe: read about it in Jeff Sommer’s latest article in the New York Times.
How Women Can Be More Confident With Investing
Our very own Sally Brandon launches a weekly column with the Wall Street Journal’s MarketWatch website. This week’s inaugural column focuses on how women can become more confident with investing.
Meet Dan
Dan Mavraides, Vice President of Wealth Management, shares the importance of listening to clients to gather all important information.
Meet Christie
Christie Whitney, CFP®, Vice President, Wealth Management & Director of Planning, shares how having a financial plan is so important throughout one’s life.
