Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Tag: Investing
Dan Mavraides on College Athletics and Saving for Retirement
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.
Lauren Simpson on Investing for Student Athletes
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.
Thinking With Machines
NYU Professor Vasant Dhar discusses the fine balance between harnessing the power of AI and learning how to successfully navigate this emerging new landscape.
Why Concerns About an AI Bubble Are Bigger Than Ever
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.
What We Mean When We Talk About an Artificial Intelligence ‘Bubble’
The Dutch Tulip market was all the rage in the 17th century, until it came crashing down. Is AI today’s Dutch Tulip?
Managing the Risks and Taxes of Highly Appreciated Stock
Big investment wins can create new risks. This piece explores how to manage concentrated stock and unrealized gains with smart, tax-aware strategies that protect and preserve long-term wealth.
Do You Need a Financial Adviser? Ask Yourself These Four Questions
Before you declare “I’ve got this,” make sure you actually do.
Matt Jude on the Importance of Discipline in Investing
When markets get rocky, the urge to sell and wait it out can be hard to resist — but Matt Jude, CFP® and Rebalance Vice President of Wealth Management, warns that trying to time the market almost always backfires. At Rebalance, Matt helps clients stay disciplined by being available to talk through the uncertainty and reassess their financial plan with current market conditions in mind.
Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025
Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News.
