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 »
Rebalance Founding Shareholder and Investment Committee Member Shares Core InvestmentPrinciples, Including the Provocative Advice That Investing One’s Age in Bonds is Outdated Guidance
Rebalance, an award-winning national wealth management firm, is proud to announce the addition of a highly accomplished professional to its evolving team Dan Mavraides.
A 529 plan offers a tax-advantaged way to save for education, with tax-free growth and flexible options that can support both college costs and long-term financial planning.
Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage.
Longer life expectancies are reshaping retirement into a second chapter that requires planning beyond finances, with room for reinvention, purpose, and long-term security.
When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home.
Still, the likelihood is that simple, quiet index investing will only grow in popularity.
Why? Because inertia is a powerful force in any industry, and particularly so if the process or product in question works.
Savers maxing out their 401(k) plans are likely to hear about one strategy preached endlessly: open a Roth IRA or get taxed to death in retirement.
