Should You Refinance Your Mortgage to Pay Off Debt? by Mike Schmidt With consumer debt growing, experts, including Rebalance Senior Vice President Sonja Breeding, 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… 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 study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off waiting to collect Social Security benefits. But exactly how much money are people leaving on the table by taking benefits early? A recent study, funded by the Federal Reserve Bank… Read more »
The author of the classic ‘A Random Walk Down Wall Street’ still believes the markets are hard for any individual to beat.
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.
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”.
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.
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.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights on how to invest for long-term growth, even in retirement.
