Press Releases Archive

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June 4, 2023
Rebalance Named Top Wealth Manager By Silicon Valley Business Journal
May 16, 2023
Making the Most of Your 401K Plan – Avoiding Hidden Fees
April 26, 2023
Rebalance Named Best Financial Advisory Firm By USA Today
September 6, 2022
401(k) Day Know Your Numbers: Rebalance’s 401(k) Platform BetterK Has Saved Plan Participants up to 50% in Fees Over the Past Two Years
February 23, 2022
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
November 2, 2021
Rebalance Tops $1 Billion in Client Assets Under Management
March 9, 2021
Over Half of Americans Surveyed Falsely Believe They Pay Low or No Fees to Manage their Retirement Accounts
October 19, 2020
Trump vs Biden: Stock Market Performance Should Remain Steady Regardless of Winner of November’s Presidential Election
September 2, 2020
Rebalance’s Rapid Growth Recognized: Named to Two Prestigious Lists of Financial Services Industry’s Largest Investment & Wealth Management Advisors