Rebalance announces the addition of Matt Jude, CFP®, ECA, strengthening the firm’s expertise in equity compensation planning and expanding the value delivered to clients.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights in a podcast interview on the complexities of an inheritance.
Should You Refinance Your Mortgage to Pay Off Debt? by Mike Schmidt With consumer debt growing, experts, including Rebalance Senior Vice President Sonja Breeding, have advice to help home owners tackle personal debt. Consumer debt continues to grow, with the average American holding a balance of $96,371 — a 5.4% increase from 2021 — according… Read more »
The time to plan your retirement is now, not later. Rebalance Vice President of Wealth Management and Director of Planning, Christie Whitney, has strategies that can make things easier.
The author of the classic ‘A Random Walk Down Wall Street’ still believes the markets are hard for any individual to beat.
The stock market is a hot mess right now, and experts, including Rebalance Vice President Sonja Breeding (CFP), have slightly different takes on what is around the bend.
Sonja Breeding, CFP® and Vice President of Wealth Management at Rebalance, explains how investing with a Roth IRA gives you a built-in advantage. In this article by NextAdvisor, she breaks down the tax break “edge” investors get from these increasingly popular accounts.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights on how to invest for long-term growth, even in retirement.
“Kristi Craig brings a unique and fresh perspective to the Rebalance Investment Committee,” said Professor Malkiel. “She has experience working in an endowment, for the government, and with small businesses. As such, she can look at situations from multiple viewpoints and provide a fresh perspective that will benefit not only the Rebalance Investment Committee, but… Read more »
Chief Investment Officer Kristi Craig and Vice President, Business Development Tony Luckett To Join the Nonprofit In Newly Created Roles WASHINGTON, D.C., Jan. 31, 2022 — The National Geographic Society today named Kristi Craig as Chief Investment Officer and Tony Luckett as Vice President of Business Development. Both newly created roles speak to the National… Read more »
