Featured in Advice & Articles

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

Christie Whitney, CFP®

We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot.

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Featured in Advice & Articles

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%.

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Featured in Advice & Articles

What Investors Should Know About Money-Market Funds and CDs

Scott Puritz

Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.

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Featured in Advice & Articles

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.

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Featured in Advice & Articles

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

Scott Puritz

With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.

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Featured in Advice & Articles

What is the worst time to hire a financial adviser?

Mitch Tuchman Read more

News & Insights

Advice & Articles

The Conversation Nobody Wants to Have Until It Is Too Late

Sonja Breeding CFP®, CCFC

Advice & Articles

A Longer Life Can Lead to Financial Concerns, and More Questions

Sonja Breeding CFP®, CCFC

Advice & Articles

Dan Mavraides on College Athletics and Saving for Retirement

Advice & Articles

Lauren Simpson on Investing for Student Athletes

Advice & Articles

Matt Jude on the Importance of Discipline in Investing

Matt Jude, CFP®, ECA

Advice & Articles

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025

Christie Whitney, CFP®

Rebalance Named Top RIA Firm by Forbes

Advice & Articles

Lauren Simpson on Setting Financial Goals—Let's Talk About Money

Advice & Articles

Matt Jude on Investing for Student Athletes

Matt Jude, CFP®, ECA

Advice & Articles

Lauren Simpson on Financial Independence, Retire Early

Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides

Advice & Articles

Medicare plan options are confusing. This book may help.

Sonja Breeding CFP®, CCFC

Advice & Articles

Roth IRAs Can Transform Your Retirement Planning

Christie Whitney, CFP®

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?

Sonja Breeding CFP®, CCFC

Advice & Articles

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

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

Advice & Articles

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

Advice & Articles

How To Invest Your Nest Egg?

Financial Management After the Loss of a Loved One

Advice & Articles

A Financial Advisor Cares About Your Financial Health

Christie Whitney, CFP®

Reconsidering Retirement

Advice & Articles

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

Advice & Articles

Scott Puritz Interviewed by PBS Nightly Business Report

Advice & Articles

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

Advice & Articles

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

Finding Investment Advice For More Modest Retirement Accounts

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