Rebalance Blog

“Don’t let anyone tell you that investing is too complex for regular people.” – The Elements of Investing In a world where financial news can feel overwhelming and jargon-heavy, it is easy to believe that investing is something only professionals understand. But the reality is, everyday investors can—and should—feel equipped to make confident decisions about… Continue reading →

Thinking About College Costs? Here’s What You Should Know About 529 Plan Contributions in 2025.   529 Plan Contribution Limits for 2025 By Kathryn Pomroy, April 4, 2025 A 529 plan is a state-sponsored account that offers tax-advantaged savings to cover college, trade and vocational courses and qualified K-12 expenses. It can be a powerful… Continue reading →

President Trump’s tariff plan is ushering in a period of historic uncertainty and stock market volatility. Wall Street Journal columnist Jason Zweig offers up a thoughtful approach to such turbulent times.   Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. By Jason Zweig, April 4, 2025 Thinking clearly right now is harder—but… Continue reading →

For many tech executives, stock compensation is more than just numbers on a spreadsheet; it is a key component of building their financial future. Stock compensation can take various forms – Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Performance Shares, and Employee Stock Purchase Plans (ESPPs). Each type brings different… Continue reading →

Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. The traditional college tournament thrills fans and creates so much interest that an estimated one in four Americans fills out a bracket to predict who will win it all. As a financial… Continue reading →