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.
Managing the Risks and Taxes of Highly Appreciated Stock
Tag: Investing
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.
Rebalance Named Top RIA Firm by Forbes
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
As equity compensation becomes more common, financial planner Matt Jude turned to Leavey’s Certified Equity Professional Institute to deepen his expertise and better guide clients through complex stock-based benefits.
Lauren Simpson on Setting Financial Goals—Let’s Talk About Money
Money can feel like a taboo topic — but at Rebalance, talking about it openly is exactly what they do. From practical tips for young investors to helping clients align their financial goals with their biggest life dreams, Rebalance advisors act as coaches to help you make your money work for you.
A Recipe for Doubling Your Stock Returns, Again and Again
Rebalance, and our firm’s Investment Committee Member Charley Ellis, share the same investing recipe: read about it in Jeff Sommer’s latest article in the New York Times.
How Women Can Be More Confident With Investing
Our very own Sally Brandon launches a weekly column with the Wall Street Journal’s MarketWatch website. This week’s inaugural column focuses on how women can become more confident with investing.
Matt Jude on Investing for Student Athletes
As a former D1 swimmer, Matt Jude, CFP® and Rebalance Vice President of Wealth Management, knows firsthand how hard student athletes work to balance sports and academics. At Rebalance, Matt and his team help young athletes navigate the financial opportunities that come with their success — and set themselves up for a great future.
