The stock market is a hot mess right now, and experts, including Rebalance Vice President Sonja Breeding (CFP), have slightly different takes on what is around the bend.
It’s Been a Wild Ride for the Stock Market. What is Next?
Tag: Investing
How It Started/How It’s Going – HBS Reunion 2022 – Mitch Tuchman and Scott Puritz
At the Harvard Business School reunion in October 2022, they decided to showcase Rebalance’s Managing Directors and 1982 Harvard Business School Graduates Scott Puritz and Mitch Tuchman. Watch Scott & Mitch as they reminisce about their friendship in this short video “How It Started and How It’s Going”.
Don’t Give Up on the Stock Market
Despite persistent inflation, high valuations, and recession risks, equities remain essential for long-term investors. With discipline and dollar-cost averaging, even volatile or stagflationary periods can still produce real returns.
A Roth IRA Works Harder for You in Retirement
Sonja Breeding, CFP® and Vice President of Wealth Management at Rebalance, explains how investing with a Roth IRA gives you a built-in advantage. In this article by NextAdvisor, she breaks down the tax break “edge” investors get from these increasingly popular accounts.
6 Ways Women Can Boost Retirement Savings
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights on how to invest for long-term growth, even in retirement.
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
“Kristi Craig brings a unique and fresh perspective to the Rebalance Investment Committee,” said Professor Malkiel. “She has experience working in an endowment, for the government, and with small businesses. As such, she can look at situations from multiple viewpoints and provide a fresh perspective that will benefit not only the Rebalance Investment Committee, but… Read more »
National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model
Chief Investment Officer Kristi Craig and Vice President, Business Development Tony Luckett To Join the Nonprofit In Newly Created Roles WASHINGTON, D.C., Jan. 31, 2022 — The National Geographic Society today named Kristi Craig as Chief Investment Officer and Tony Luckett as Vice President of Business Development. Both newly created roles speak to the National… Read more »
What Is a Financial Consultant?
Rebalance’s Sally Brandon talks to U.S. News about the difference between a financial consultant and a fiduciary, and emphasizes the importance of having a highly credentialed expert at the helm of your finances.
Are Critics Right? Is It Time To Dump Your 401(k) Account?
How expensive is your 401(k) plan? Rebalance’s Scott Puritz talks to Investor’s Business Daily about the average fees in an employer sponsored 401(k) plan, and how you can save on cost.
Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
