Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
Rebalance Named Top RIA Firm by Forbes
Tag: Investing
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.
Meet Dan
Dan Mavraides, Vice President of Wealth Management, shares the importance of listening to clients to gather all important information.
Meet Christie
Christie Whitney, CFP®, Vice President, Wealth Management & Director of Planning, shares how having a financial plan is so important throughout one’s life.
Meet Matt
Matt Jude, CFP®, ECA, Financial Advisor, discusses the power of index investing. It is tempting to try to do better and outperform, and that’s how these active fund managers charge a higher fee. That’s how they make their money is by saying, “We’re going to outperform, or that’s our goal.” But there’s more than just… Read more »
Don’t Buy Into This Easy Fix for Stock-Market Craziness
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
