Rebalance Blog

Monthly Archives: October 2025

Congress Thinks Hiding Fund Fees Is Good for You

by

Open your eyes to hidden fees… they can make a huge chunk of your retirement savings disappear. Congress Thinks Hiding Fund Fees Is Good for You By Jason Zweig, Oct. 10, 2025 Asset managers and financial advisers have concocted a zillion ways to disguise their fees. Congress wants to give them yet another. A bill… Continue reading →

 

Private Equity Is Coming to Your 401(k). Should You Buy In?

by

While it is being presented as the “hot” new thing, private equity may not be the best investment for your 401(k). Private Equity Is Coming to Your 401(k). Should You Buy In? By Randall Smith, Oct. 05, 2025 With private-equity funds on their way into workplace retirement plans, savers face a choice that matters: Are… Continue reading →

 

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025

by

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025 By Rebalance, Oct. 08, 2025 Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News. This prestigious recognition honors exceptional women… Continue reading →