Iconic billionaire Warren Buffett is sitting in the driver’s seat of a Buick SUV, talking to the drive-through cashier at a McDonald’s. “I’ll have a Sausage McMuffin with an egg and cheese,” he tells the grinning young woman, who clearly recognizes him and spots a documentary camera operator in the passenger seat. He probably orders… Continue reading →

The 2016 election has come and gone, and now a new President sits in office. For investors, it is increasingly clear that we have a elected a person who is perfectly willing to use social media to express himself, even tweeting about specific companies. That can do a lot of crazy things to a retirement portfolio in… Continue reading →

Predicting the future is impossible. Nobody, literally nobody, knows what will happen next. Yet back on Jan. 7 of this year Wharton’s Jeremy Siegel made an observation about stocks. “I actually think we’re going to get 8% to 10% this year,” Siegel told CNBC then. “I don’t think it’s going to be all that bad.” We… Continue reading →

Jack Bogle, the founder of Vanguard Group and father of index investing, doesn’t see the “Trump trade” lasting forever and cautions investors to avoid chasing returns. Asked about a potential rotation from bonds to equities, Bogle agreed that the markets seemed to be embracing a potential increase in government spending under a President Trump. But… Continue reading →

We are proud to announce that Rebalance’s renowned retirement advice radio show, Retire With More, has just received the iTunes stamp of approval, and is now a full-fledged iTunes podcast! Within each episode, my co-host Johnathan Rothman and I provide answers to your retirement investment questions with special guests curated to each show’s theme. This radio series is… Continue reading →

Bill Miller is not a household name to most people, but he certainly earned his keep over the years as a fund manager at Legg Mason Capital Management. Miller made his name by beating the S&P 500 Index for 15 consecutive years, a nifty feat and one that is remarkably difficult to repeat. But it… Continue reading →

It’s a question you hear over and over in the investment business: Why buy low-cost index funds when there are active managers out there beating the market silly? And there are, absolutely, some managers and funds that have long and amazing track records. Warren Buffett is the obvious example, but there are also funds with… Continue reading →

What makes you happy about your working life? Is it achieving a larger goal while making money? Or is it having coworkers to share your ups and downs? Now take all that away. There is no office, no meetings, no quarterly or annual goals. No coworkers and, obviously, no paycheck. Retirement is here and it is real. For… Continue reading →

Want people to trust and admire you, maybe even fall in love with you? Never pull your punches. It’s a contrarian approach to life, and possibly the hardest thing to do when it comes to money and investing, but owning up to what’s going wrong is crucial, say an expert who studies the investing style… Continue reading →