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.
It’s Been a Wild Ride for the Stock Market. What is Next?
Category: Press & Awards
A Roth IRA Works Harder for You in Retirement
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.
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
“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 »
National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model
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 »
Dental 401(k) Plans: Retire Sooner, and Avoid Costly Lawsuits
Are you the fiduciary for your employees’ 401(k) plans? Many dentists don’t know. It’s important to find out because if you are, you may be liable in future lawsuits.
Five Tips for Getting Your Financial House in Order
The beginning of a new year is the perfect time to start planning your budget pivot. Here are a few tried and true strategies for getting your financial house in order for 2021, including advice from Rebalance’s own Christie Whitney, VP of Wealth Management and Director of Planning.
Rebalance’s Better K Launch Highlights How 401k Admin is Changing
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
What Is a Financial Consultant?
Rebalance’s Sally Brandon talks to U.S. News about the difference between a financial consultant and a fiduciary, and emphasizes the importance of having a highly credentialed expert at the helm of your finances.
Are Critics Right? Is It Time To Dump Your 401(k) Account?
How expensive is your 401(k) plan? Rebalance’s Scott Puritz talks to Investor’s Business Daily about the average fees in an employer sponsored 401(k) plan, and how you can save on cost.
Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
