Expert Advisors Archive
What If I Have A 401(K) Plan With My Current Employer?
Sally Brandon, Vice President, Client Services for Rebalance talks about understanding the right type of investment vehicle for clients. Continue reading
Women And Retirement Investing
Sally Brandon, Senior Vice President of Client Service & Advice, shares why it’s important for women to understand how their money is invested. Continue reading
How Do You Stay In Touch With Clients At Rebalance?
Sally Brandon, Vice President of Client Services, shares how Rebalance ensures that clients have a clear understanding of how their portfolio is invested. Continue reading
The Rebalance Annual Review
Sally Brandon explains what the Rebalance Annual Review is, and details how it helps our clients better understand their investments. Continue reading
The Power of Two Dedicated to You
Sally Brandon, Vice President of Client Services, discusses Rebalance’s power of two strategy for clients. Continue reading
Taking The Emotion Out Of Retirement Investing
Sally Brandon, Vice President of Client Services, explains how Rebalance works to take the emotion out of retirement investing for their clients. Continue reading
A Sense Of Control
Sally Brandon, Vice President of Client Services, understands how unsettling it can be to have no sense of control of where your retirement is going. Continue reading
Helping Clients Feel In Control
Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading
Meet Sally
Sally Brandon, Vice President of Client Services at Rebalance, discusses why it’s so important to have a financial advisor you can count on. Continue reading