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Sonja Breeding, CFP® Joins Rebalance as Vice President, Investment Advice, Expanding Firm’s Financial Planning Division
Bethesda, MD – JULY 26, 2021 – Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announces the addition of investment expert Sonja Breeding, CFP® to the team as Vice President, Investment Advice. The Rebalance360 service platform provides clients with financial planning, investment… Continue reading
Why it’s Important to Remember What We Don’t Know About Stocks
The nosebleed heights of today’s stock prices have me, like many other investors, a bit on edge. Have equities become too risky? How much longer will the decade-long bull market last? Is a stock crash or a recession coming? Should I sell? I called Burton Malkiel at his home in Florida recently to talk about… Continue reading
Indexing Beats Wall Street 90% of the Time
A recent report from Standard & Poor’s adds impressive support to the large body of evidence suggesting the superiority of simple index investment strategies over traditional stock picking. At the start of every year, “active” portfolio managers declare that the current year will be the “year of the stock picker.” But the results consistently fail… Continue reading
