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
Category: Advice & Articles
Dan Mavraides on College Athletics and Saving for Retirement
Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
Retirees Are More Vulnerable to Cyber Scams—but Not for the Reasons You Think
Be vigilant: we- are seeing a rise in increasingly sophisticated cybersecurity scams targeting investors of all ages.
Funding a Second Home Without Selling the First Home
My longstanding clients George and Sue came to me with a dilemma. They found a dream home in Arizona that they hoped to purchase and live in long-term. Due to job constraints, they were not interested in selling their existing home in another state first to free up the capital to buy the new home…. Read more »
Lauren Simpson on Investing for Student Athletes
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
Four ways financial advice delivers true value
Vanguard research has revealed four pillars of value that financial advice can provide—and the top one delves deeper than portfolio returns.
What’s the value of hiring a CFP? This might be the best estimate
Independent research continues to show that working with a Certified Financial Planner adds significant value to one’s financial planning journey.
It’s Time to Rethink the Standard Investment Advice. But Not Too Much.
During stock market volatility, stay calm and stick to what has been historically successful: building a foundation based upon broad-based stock index funds.
Navigating the Tech Equity Tax Trap
When working with tech professionals, I see many of them encounter what I call a “good problem.” For those who receive equity compensation as part of their total pay, the grants can build their balance sheet quickly, but they also create significant risk around a single point of failure. If both your paycheck and your… Read more »
The Point of Retirement? Enlightenment, or at Least Calm
Retirement can mean many different things to many different people. But what is its deeper meaning?
