Featured Archive

Shareholder Value Is No Longer Everything, Top C.E.O.s Say

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In this piece for the New York Times, authors David Gelles and David Yaffe-Bellany assert that America’s top CEOs are redefining the role of business. By promising to invest more in their employees and the country beyond shareholder interests, top-tier CEOs are… Continue reading

 
women investing

Women can — and should — take charge of their personal finances

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In her column for the Washington Post, Michelle Singletary regularly calls on women to take charge of their finances. And she has a valid point in doing so. Women are statistically going to be the sole money manager of their… Continue reading

 

Suze Orman Thinks You Need At Least $5 Million To Retire

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Author and personal-finance guru Suze Orman ruffled a lot of feathers in a recent podcast, saying that people need $5 million — maybe even $10 million — in order to retire. Orman was responding to a question about the “financial… Continue reading

 
education investing

A Financial Checklist for Your Newly Minted High School Graduate

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Do you have a teenager who is about to head off to college, or a young adult in your life digging into the start of their working lives? “Real world” financial matters, such as budgeting, banking, and health insurance, can… Continue reading

 

What’s New? Even Lower Investing Costs For Our Clients

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The late, great John Bogle put it best, and simplest, when he said, “Fees matter.” We take those words seriously at Rebalance. We should, since several members of our all-star Investment Committee are longtime colleagues of the Vanguard Group founder.… Continue reading

 
James Holzhauer blog image

What Investors Can Learn From ‘Jeopardy’ Phenom James Holzhauer

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“Jeopardy James” Holzhauer finally lost on Monday, June 3 2019, ending his 32-game winning streak just $58,484 shy of Ken Jennings’ all time money prize record. He took home $2.4 million in any case, losing the “Jeopardy” throne to a… Continue reading

 

Rebalance’s Investment Committee: Investing’s Brightest Minds At Your Service

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Every year, billionaire investment icon Warren Buffett auctions off lunch with him to anyone willing to write a big check to charity. Last June, someone paid an astounding $3.3 million for the privilege of having lunch with him. Imagine sitting… Continue reading

 
tax refunds

Got a Tax Refund? Here’s What You Should Do With It

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Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of… Continue reading

 
401k retirement

The Basics of 401(k) Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and… Continue reading

 
    

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