As 2023 draws to a close, this question may be on many investors’ minds. Stock markets in the year 2020 started off on an upward trend with the S&P 500 Index increasing from a closing value of $3,230.78 on 12/31/2019 to $3,386.15 on 2/19/2020 (a gain of about 4.8% in less than two months). However,… Read more »
Rebalance Managing Director, Mitch Tuchman, Named Best-in-State Wealth Advisor By Forbes.
Rebalance Selected by USA Today for Inclusion in Its Prestigious 2023 Best Financial Advisory Firms List.
Rebalance Selected by Silicon Valley Business Journal for Inclusion in Its Top Wealth Managers in Silicon Valley List.
Understanding Equity Compensation Matt Jude, CFP®, ECA, and Financial Advisor at Rebalance, explains equity compensation and how it can fit into a financial plan. Matt’s full article on the topic can be found in the October 2023 issue of Construction Outlook. The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also… Read more »
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.
