Charley Ellis’ 24th Book, Great American Investments, expertly frames some of our nation’s best investment decisions throughout history.
A Review of Great American Investments
Category: Articles
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 »
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.
What Is Financial Planning and How Does It Help Me in This Stock Market?
Market volatility makes planning—not reacting—essential. This article explains how comprehensive financial planning builds stability by aligning investments, taxes, and life goals into a clear, adaptable strategy designed to keep you on track through changing markets and life events.
Recommended Reading: Rethinking Investing by Charley Ellis
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 »
