Learn time-tested strategies for hitting your financial goals and making informed decisions about your investments.
BETHESDA, Md. (PRWEB) January 11, 2021
Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, is presenting an educational webinar titled “Investing in 2021: Optimize Your Savings This Year” on Thursday January 14 at 2:00 p.m. ET. Attendees will learn time-tested strategies for hitting their financial goals and making informed decisions about their investments.
Topics reviewed during this complimentary, hour-long interactive presentation will include:
- The most effective strategy for increasing savings with low risk.
- How to approach your investments in a new year, considering the volatility of 2020.
- Why hidden fees are the Achilles heel of most investors.
- Key questions to ask a financial advisor to ensure that they are acting in your best interest.
Register to attend “Investing in 2021: Optimize Your Savings This Year” at https://tinyurl.com/Jan2021RebalanceWebinar.
Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally diversified investment portfolios, and systematic rebalancing.
The Rebalance Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM's $100+ billion in retirement investment funds for more than 300,000 employees worldwide.
Rebalance is headquartered in Palo Alto, CA and Bethesda, MD and currently manages more than 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.
For more information on Rebalance, visit https://www.rebalance360.com/.