Rebalance Chief Marketing Officer Lauren Simpson and Matt Jude, CFP®, share practical strategies for young investors, from building an emergency fund and maximizing employer retirement plans to choosing the right accounts and investments for long-term financial success. Transcript Lauren Simpson: Hi, and welcome to our webinar, Start Early, Save Smart. This is a Rebalance client-only… Read more »
At 97, Cathy Schuh’s father does Sudoku, the crossword, plays bridge weekly and is a whiz on the computer. The former chemical engineer and his wife, Ms. Schuh’s mother, live in an assisted living community in Illinois — they’re fortunate to have the help they need now that she, a former teacher, has dementia at 93.
Believe it or not, the oldest Millennials are turning 45 years old this year. To commemorate this milestone and to help plan for longevity, John Hancock and the MIT Age Lab recently partnered together to create the Longevity Preparedness Index.
I have always been a strong proponent of financial and investing literacy, and a decade ago, I had the opportunity to turn that passion into advocacy when I joined the Save Our Retirement coalition.
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Drawing on his experience as a former pro basketball player, Dan Mavraides, Senior Vice President of Wealth Management and Deputy Chief Investment Officer at Rebalance, knows firsthand that income doesn’t last forever. He encourages student athletes earning NIL money to save and invest early — because the power of compounding can set them up for lasting financial success.
Rebalance CMO Lauren Simpson has a message for young athletes coming into NIL money: that windfall could buy you a car, or it could buy you the freedom of time. By investing early and letting compounding work in their favor, she says student athletes have a rare opportunity to set themselves up for a future on their own terms — and Rebalance is here to help make that happen.
NYU Professor Vasant Dhar discusses the fine balance between harnessing the power of AI and learning how to successfully navigate this emerging new landscape.
The news is flooded with opinions about whether the runup in AI-driven stocks portends a once-in-a-generation technological revolution… or is just an overhyped bubble that is going to pop.
The Dutch Tulip market was all the rage in the 17th century, until it came crashing down. Is AI today’s Dutch Tulip?
