Smart strategies for managing concentrated stock—reduce risk, minimize taxes, and diversify with clarity.
How to handle concentrated stock positions.
Tag: Investing
Tax Planning for Concentrated Stock Positions
By Spencer Hulse Matt Jude, CFP®, ECA, and financial advisor at Rebalance, provides tips on how to handle concentrated stock positions. Unveiling expert strategies for savvy tax planning with concentrated stock positions, this article distills the wisdom of financial gurus into actionable insights. It presents a range of options for optimizing tax implications, from charitable donations to… Read more »
Get Financially Savvy – and Get Social!
by Jennifer Juergens Thomas Sonja Breeding®, 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 ideas about his personal investing and exchange ideas… 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.
Lauren Simpson on Financial Independence, Retire Early
Rebalance Chief Marketing Officer Lauren Simpson is on a mission to retire by 35 — and she’s well on her way. A passionate advocate of the FIRE movement, Lauren and her husband became millionaires before 30 by saving, investing, and planning strategically. She believes that with the right financial plan, you don’t have to choose between living well today and building the future you want.
What Is Financial Planning and How Does It Help Me in This Stock Market?
Market volatility makes planning—not reacting—essential. This article explains how comprehensive financial planning builds stability by aligning investments, taxes, and life goals into a clear, adaptable strategy designed to keep you on track through changing markets and life events.
Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack
Consuelo Mack has long admired the expertise of Rebalance Investment Committee Member Charley Ellis, frequently featuring him on her acclaimed show, WealthTrack. Charley’s insights on investing and retirement planning have shaped the way countless individuals think about their financial futures. So, when he released his latest book, Rethinking Investing, Consuelo knew it was a must-discuss topic and… Read more »
Recommended Reading: Rethinking Investing by Charley Ellis
As a financial advisor, a common question I get from friends and family is “Can you recommend a book that will help me understand how to invest?” I always hesitate with this question, not because I do not know what to suggest, but because there are too many good choices! For some folks, the clear… Read more »
Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”
Rebalance Founding Shareholder and Investment Committee Member Shares Core InvestmentPrinciples, Including the Provocative Advice That Investing One’s Age in Bonds is Outdated Guidance
