Rebalance announces the addition of Matt Jude, CFP®, ECA, strengthening the firm’s expertise in equity compensation planning and expanding the value delivered to clients.
Rebalance Chief Marketing Officer, Lauren Simpson, explains how she plans on retiring early.
For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.
Scott Puritz interviews Charley Ellis on Rethinking Investing Transcript Scott Puritz: Hello. I’m Scott puritz, Managing Director of rebalance. Today, we are really excited to welcome Charley Ellis, who just published a new book his 21st Rethinking Investing. In this book, Charley’s fresh insights challenge conventional wisdom and offer investors a clear, modern perspective on… Read more »
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights in a podcast interview on the complexities of an inheritance.
by Mike Schmidt With consumer debt growing, experts, including Rebalance Vice President Sonja Breeding (CFP), have advice to help home owners tackle personal debt. Consumer debt continues to grow, with the average American holding a balance of $96,371 — a 5.4% increase from 2021 — according to Experian data. This debt is a combination of… Read more »
With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.
The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.
By Lisa Ward A lot of money can be left on the table when retirees collect Social Security too early. Read on about a recent study that illustrates why it pays to wait. A study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off… Read more »
The author of the classic ‘A Random Walk Down Wall Street’ still believes the markets are hard for any individual to beat.
