More Americans own stocks. This is great for their financial future.

Christie Whitney, CFP®

For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.

With the Odds on Their Side, They Still Couldn’t Beat the Market

Sonja Breeding CFP®, CCFC

The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.

News & Insights

Advice & Articles

Inheritance? Here’s Why Not to Pay Off Your Mortgage

More Americans own stocks. This is great for their financial future.

What Investors Should Know About Money-Market Funds and CDs

With the Odds on Their Side, They Still Couldn’t Beat the Market

The 60-40 Investment Strategy Is Back After Tanking Last Year

What is the worst time to hire a financial adviser?

News & Insights

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025

Rebalance Named Top RIA Firm by Forbes

Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides

Medicare plan options are confusing. This book may help.

Roth IRAs Can Transform Your Retirement Planning

Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes

Rebalance Named Best Financial Advisory Firm By USA Today

Rebalance Named Top Wealth Manager By Silicon Valley Business Journal

Inheritance: Navigating the Complexities

Should You Refinance Your Mortgage to Pay Off Debt?

The Rebalance Team is Improving Investing Literacy Across the U.S.

It’s Getting Even Harder to Save for Retirement. Here’s What You Can Do:

Five Tips for Getting Your Financial House in Order for 2021

Lost Your Job but Still Have a 401(k)? Here’s What to Do With It

It’s Your Money, Take It With You, Dammit!

How To Invest Your Nest Egg?

Financial Management After the Loss of a Loved One

A Financial Advisor Cares About Your Financial Health

Reconsidering Retirement

U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance

Make sure your retirement savings last as long as you do

Hidden Mutual Fund Fees That Are Robbing Your Returns

Scott Puritz Interviewed by PBS Nightly Business Report

The 60/40 stock-and-bond portfolio mix is dead in 2016

Don't Be Too Generous With College Money: One Financial Adviser's Story

Finding Investment Advice For More Modest Retirement Accounts

Exceptional financial minds. Genuine listeners. Lifelong partners for wealth management.

Subscribe for more insights

Sign up for Rebalance's newsletter and receive evergreen investment advice aimed to educate you through any stock market climate.