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.
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.
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 »
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 »
Rebalance Founding Shareholder and Investment Committee Member Shares Core InvestmentPrinciples, Including the Provocative Advice That Investing One’s Age in Bonds is Outdated Guidance
Rebalance Investment Committee Member Burton Malkiel explains why he believes in Rebalance’s approach to investing, including broad diversification, low fees, index funds, dollar-cost averaging, and regular portfolio rebalancing. Transcript Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed… Read more »
Rebalance, an award-winning national wealth management firm, is proud to announce the addition of a highly accomplished professional to its evolving team Dan Mavraides.
A 529 plan offers a tax-advantaged way to save for education, with tax-free growth and flexible options that can support both college costs and long-term financial planning.
Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage.
Longer life expectancies are reshaping retirement into a second chapter that requires planning beyond finances, with room for reinvention, purpose, and long-term security.
