A lifelong investing enthusiast, Joe Daly has been an ardent follower of John Bogle, the founder of Vanguard and the father of the modern index fund. Over time, Joe developed considerable expertise in indexing, and its applicability to retirement investing. After a successful 25 year career in the telecommunications field, it was Rebalance’s time-tested, expertly crafted methodology that motivated Joe to join our firm as a Senior Financial Consultant. Joe’s consultative approach coupled with his extensive index investment knowledge serves Rebalance clients well and helps them focus on key issues in financial planning in a collaborative manner.