By Mark Miller Rebalance Managing Director Scott Puritz highlights the significant impact of fees in 401(k) plans, and how high fees will compound over time and substantially diminish retirement savings. Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly. Chris… Read more »
Rebalance Managing Director, Mitch Tuchman, Named Best-in-State Wealth Advisor By Forbes.
Rebalance Selected by USA Today for Inclusion in Its Prestigious 2023 Best Financial Advisory Firms List.
Rebalance Selected by Silicon Valley Business Journal for Inclusion in Its Top Wealth Managers in Silicon Valley List.
Understanding Equity Compensation Matt Jude, CFP®, ECA, and Financial Advisor at Rebalance, explains equity compensation and how it can fit into a financial plan. Matt’s full article on the topic can be found in the October 2023 issue of Construction Outlook. The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also… Read more »
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.
