At the Harvard Business School reunion in October 2022, they decided to showcase Rebalance’s Managing Directors and 1982 Harvard Business School Graduates Scott Puritz and Mitch Tuchman. Watch Scott & Mitch as they reminisce about their friendship in this short video “How It Started and How It’s Going”.
Despite persistent inflation, high valuations, and recession risks, equities remain essential for long-term investors. With discipline and dollar-cost averaging, even volatile or stagflationary periods can still produce real returns.
Sonja Breeding, CFP® and Vice President of Wealth Management at Rebalance, explains how investing with a Roth IRA gives you a built-in advantage. In this article by NextAdvisor, she breaks down the tax break “edge” investors get from these increasingly popular accounts.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights on how to invest for long-term growth, even in retirement.
“Kristi Craig brings a unique and fresh perspective to the Rebalance Investment Committee,” said Professor Malkiel. “She has experience working in an endowment, for the government, and with small businesses. As such, she can look at situations from multiple viewpoints and provide a fresh perspective that will benefit not only the Rebalance Investment Committee, but… Read more »
Chief Investment Officer Kristi Craig and Vice President, Business Development Tony Luckett To Join the Nonprofit In Newly Created Roles WASHINGTON, D.C., Jan. 31, 2022 — The National Geographic Society today named Kristi Craig as Chief Investment Officer and Tony Luckett as Vice President of Business Development. Both newly created roles speak to the National… Read more »
If you’re like many small business owners you probably started a 401(k) plan years ago and, since it’s been running fine, left it well enough alone. You have a business to run, right? Shopping for a new 401(k) provider probably isn’t top of your to-do list, this week or even this year. Yet you should compare… Read more »
Are you the fiduciary for your employees’ 401(k) plans? Many dentists don’t know. It’s important to find out because if you are, you may be liable in future lawsuits.
The beginning of a new year is the perfect time to start planning your budget pivot. Here are a few tried and true strategies for getting your financial house in order for 2021, including advice from Rebalance’s own Christie Whitney, VP of Wealth Management and Director of Planning.
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
