Big investment wins can create new risks. This piece explores how to manage concentrated stock and unrealized gains with smart, tax-aware strategies that protect and preserve long-term wealth.
Managing the Risks and Taxes of Highly Appreciated Stock
Category: In The Media
Rebalance Named Top RIA Firm by Forbes
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
As equity compensation becomes more common, financial planner Matt Jude turned to Leavey’s Certified Equity Professional Institute to deepen his expertise and better guide clients through complex stock-based benefits.
A millennial couple who grew their net worth from less than $100K to over $1M share the ‘house-hacking’ strategy that made it possible
A New Hampshire couple in their 20s reached a $1 million net worth through aggressive saving and house-hacking, aiming to retire by 35 and become full-time parents under the FIRE movement.
Tax Planning for Concentrated Stock Positions
Matt Jude, CFP®, ECA, and financial advisor at Rebalance, provides tips on how to handle concentrated stock positions.
Get Financially Savvy – and Get Social!
Get Financially Savvy – and Get Social! by Jennifer Juergens Thomas Sonja Breeding, Senior Vice President of Wealth Management at Rebalance, is quoted by AARP in this article about staying savvy in retirement. When a retired businessman living in a senior living facility in Orlando wanted to start an investment group just to kick around… Read more »
It’s a Good Time to ‘Stock’ Up
Rebalance’s Burt Malkiel posits that while no one knows how long the COVID-19 pandemic will last, one thing is certain: Equity valuations are more attractive today than at the beginning of 2020. Find out why in his Op-Ed for the Wall Street Journal.
Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack
Consuelo Mack has long admired the expertise of Rebalance Investment Committee Member Charley Ellis, frequently featuring him on her acclaimed show, WealthTrack. Charley’s insights on investing and retirement planning have shaped the way countless individuals think about their financial futures. So, when he released his latest book, Rethinking Investing, Consuelo knew it was a must-discuss topic and… Read more »
Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”
Rebalance Founding Shareholder and Investment Committee Member Shares Core InvestmentPrinciples, Including the Provocative Advice That Investing One’s Age in Bonds is Outdated Guidance
Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides
Rebalance, an award-winning national wealth management firm, is proud to announce the addition of a highly accomplished professional to its evolving team Dan Mavraides.
