Dan Mavraides, Vice President of Wealth Management, shares the importance of listening to clients to gather all important information.
Meet Dan
Tag: Investing
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.
A millennial couple who grew their net worth from less than $100K to over $1M share the ‘house-hacking’ strategy that made it possible
A New Hampshire couple in their 20s reached a $1 million net worth through aggressive saving and house-hacking, aiming to retire by 35 and become full-time parents under the FIRE movement.
How to handle concentrated stock positions.
Smart strategies for managing concentrated stock—reduce risk, minimize taxes, and diversify with clarity.
Tax Planning for Concentrated Stock Positions
Matt Jude, CFP®, ECA, and financial advisor at Rebalance, provides tips on how to handle concentrated stock positions.
Get Financially Savvy – and Get Social!
Get Financially Savvy – and Get Social! by Jennifer Juergens Thomas Sonja Breeding, Senior Vice President of Wealth Management at Rebalance, is quoted by AARP in this article about staying savvy in retirement. When a retired businessman living in a senior living facility in Orlando wanted to start an investment group just to kick around… Read more »
Meet Lauren
Meet Lauren the Rebalance Chief Marketing Officer.
It’s a Good Time to ‘Stock’ Up
Rebalance’s Burt Malkiel posits that while no one knows how long the COVID-19 pandemic will last, one thing is certain: Equity valuations are more attractive today than at the beginning of 2020. Find out why in his Op-Ed for the Wall Street Journal.
