Rebalance, and our firm’s Investment Committee Member Charley Ellis, share the same investing recipe: read about it in Jeff Sommer’s latest article in the New York Times.
A Recipe for Doubling Your Stock Returns, Again and Again
Category: Advice & Articles
How Women Can Be More Confident With Investing
Our very own Sally Brandon launches a weekly column with the Wall Street Journal’s MarketWatch website. This week’s inaugural column focuses on how women can become more confident with investing.
Matt Jude on Investing for Student Athletes
As a former D1 swimmer, Matt Jude, CFP® and Rebalance Vice President of Wealth Management, knows firsthand how hard student athletes work to balance sports and academics. At Rebalance, Matt and his team help young athletes navigate the financial opportunities that come with their success — and set themselves up for a great future.
Meet Dan
Dan Mavraides, Vice President of Wealth Management, shares the importance of listening to clients to gather all important information.
Meet Christie
Christie Whitney, CFP®, Vice President, Wealth Management & Director of Planning, shares how having a financial plan is so important throughout one’s life.
Meet Matt
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 »
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
How to handle concentrated stock positions.
Smart strategies for managing concentrated stock—reduce risk, minimize taxes, and diversify with clarity.
Meet Lauren
Meet Lauren the Rebalance Chief Marketing Officer.
Lauren Simpson on Financial Independence, Retire Early
Rebalance Chief Marketing Officer Lauren Simpson is on a mission to retire by 35 — and she’s well on her way. A passionate advocate of the FIRE movement, Lauren and her husband became millionaires before 30 by saving, investing, and planning strategically. She believes that with the right financial plan, you don’t have to choose between living well today and building the future you want.
