At times, bargaining power can play a major role for financial aid and college decisions. Too Rich for College Aid, Can’t Afford Full Price: How One Family Made It Work By Oyin Adedoyin, Aug. 22, 2025 This week, we’re bringing you stories about what it costs to raise a child in 2025, and how families… Continue reading →

As this Wall Street Journal article discusses, it is never too early to start saving to help launch your child into the world one day. She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30. By Hannah Erin Lang, August 25, 2025 This is the final story in our series on… Continue reading →

Kudos to our very own Charley Ellis for having his classic investment book “Winning the Losers Game“ featured in the WSJ. Check it out! 5 Books to Help You Build a Bigger Nest Egg—and Have a Successful Retirement By Jane Hodges, July 5, 2025 These are uncertain times for people saving for retirement. Volatile markets,… Continue reading →

Even elite educational institutions struggle to beat the stock market. This is a reminder of why Rebalance champions low-cost, diversified investing and cautions against alternative investments. Diminishing Returns for University Endowments By Burton G. Malkiel, July 6, 2025 David Swensen left a lucrative Wall Street career in 1985 to manage the Yale endowment. He introduced a… Continue reading →

With the right strategies, stock market downturns can become opportunities to strengthen your financial plan. Three Financial Planning Strategies for When Markets Fall By Matthew Sommer, Ph.D. CFA®, May 1, 2025 The market volatility experienced in early April may have left some investors feeling a bit unnerved. While many tried-and-true strategies such as “stay the course”… 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 →

  As a financial advisor, increasingly I find myself in a ticklish situation: Trying to convince people that taking an easy yield on cash is not a long-term investment strategy.  Here is what typically happens, in my experience. Imagine a couple in their early 60s. They have diligently saved for retirement.  As they approach the… Continue reading →

Financial Planning in a Volatile Market Volatile investment markets highlight the importance of proactive financial planning. Part of building a plan is ensuring proper investment allocation so you can build resilience against market fluctuations. To prepare for this, it’s essential to understand your complete financial picture, something a comprehensive plan can help you achieve. The… Continue reading →

As a financial advisor, a common question I get from friends and family is “Can you recommend a book that will help me understand how to invest?” I always hesitate with this question, not because I do not know what to suggest, but because there are too many good choices! For some folks, the clear… Continue reading →