Matt Jude, CFP®, ECA, and Financial Advisor at Rebalance, explains equity compensation and how it can fit into a financial plan. Matt’s full article on the topic can be found in the October 2023 issue of Construction Outlook. The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also known as equity) in… Read more »
Rebalance announces the addition of Matt Jude, CFP®, ECA, strengthening the firm’s expertise in equity compensation planning and expanding the value delivered to clients.
Rebalance Chief Marketing Officer, Lauren Simpson, explains how she plans on retiring early.
Scott Puritz interviews Charley Ellis on Rethinking Investing Transcript Scott Puritz: Hello. I’m Scott puritz, Managing Director of rebalance. Today, we are really excited to welcome Charley Ellis, who just published a new book his 21st Rethinking Investing. In this book, Charley’s fresh insights challenge conventional wisdom and offer investors a clear, modern perspective on… Read more »
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights in a podcast interview on the complexities of an inheritance.
By Katherine Cotter In February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike. Several of our team members were invited to participate on panels and presentations focused on… Read more »
By Lisa Ward A lot of money can be left on the table when retirees collect Social Security too early. Read on about a recent study that illustrates why it pays to wait. A study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off… Read more »
The time to plan your retirement is now, not later. Rebalance Vice President of Wealth Management and Director of Planning, Christie Whitney, has strategies that can make things easier.
The author of the classic ‘A Random Walk Down Wall Street’ still believes the markets are hard for any individual to beat.
The stock market is a hot mess right now, and experts, including Rebalance Vice President Sonja Breeding (CFP), have slightly different takes on what is around the bend.
