Matt Jude, CFP®, ECA, Financial Advisor, discusses the power of index investing. It is tempting to try to do better and outperform, and that’s how these active fund managers charge a higher fee. That’s how they make their money is by saying, “We’re going to outperform, or that’s our goal.” But there’s more than just… Read more »
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Smart strategies for managing concentrated stock—reduce risk, minimize taxes, and diversify with clarity.
By Spencer Hulse Matt Jude, CFP®, ECA, and financial advisor at Rebalance, provides tips on how to handle concentrated stock positions. Unveiling expert strategies for savvy tax planning with concentrated stock positions, this article distills the wisdom of financial gurus into actionable insights. It presents a range of options for optimizing tax implications, from charitable donations to… Read more »
by Jennifer Juergens Thomas Sonja Breeding®, Vice President of Wealth Management at Rebalance, is quoted by AARP in this article about staying savvy in retirement. When a retired businessman living in a senior living facility in Orlando wanted to start an investment group just to kick around ideas about his personal investing and exchange ideas… Read more »
Meet Lauren the Rebalance Chief Marketing Officer.
Rebalance’s Burt Malkiel posits that while no one knows how long the COVID-19 pandemic will last, one thing is certain: Equity valuations are more attractive today than at the beginning of 2020. Find out why in his Op-Ed for the Wall Street Journal.
Market volatility makes planning—not reacting—essential. This article explains how comprehensive financial planning builds stability by aligning investments, taxes, and life goals into a clear, adaptable strategy designed to keep you on track through changing markets and life events.
Consuelo Mack has long admired the expertise of Rebalance Investment Committee Member Charley Ellis, frequently featuring him on her acclaimed show, WealthTrack. Charley’s insights on investing and retirement planning have shaped the way countless individuals think about their financial futures. So, when he released his latest book, Rethinking Investing, Consuelo knew it was a must-discuss topic and… Read more »
As a financial advisor, a common question I get from friends and family is “Can you recommend a book that will help me understand how to invest?” I always hesitate with this question, not because I do not know what to suggest, but because there are too many good choices! For some folks, the clear… Read more »
