Rebalance Chief Marketing Officer Lauren Simpson and Matt Jude, CFP®, share practical strategies for young investors, from building an emergency fund and maximizing employer retirement plans to choosing the right accounts and investments for long-term financial success. Transcript Lauren Simpson: Hi, and welcome to our webinar, Start Early, Save Smart. This is a Rebalance client-only… Read more »
Rebalance Investment Committee Member Burton Malkiel explains why he believes in Rebalance’s approach to investing, including broad diversification, low fees, index funds, dollar-cost averaging, and regular portfolio rebalancing. Transcript Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed… Read more »
Christie Whitney, CFP®, explains how a personalized financial plan can help investors align their money with their goals, from building savings and preparing for retirement to managing taxes, insurance, and estate planning. Transcript Christie Whitney: How exactly do we put this baseline financial plan into place? I will go through the steps here. We have… Read more »
Rebalance IRA Investment Committee member Charley Ellis talks to Consuelo Mack on PBS WEALTHTRACK about how everyday investors can achieve above-average results through index investing. Transcript Consuelo Mack / Intro: Well, this week’s guest is a globally recognized financial thought leader who has appeared exclusively on WEALTHTRACK over the years. He is Charles Ellis, a… Read more »
U.S. Secretary of Labor Thomas Perez showcases Rebalance IRA during a keynote speech announcing historic new rules designed to make retirement investing safer for all Americans. Narrator Recently, the U.S. Department of Labor approved a new rule that makes retirement investing safer for all Americans by holding advisors to what’s called a fiduciary standard, meaning… Read more »
Mitch Tuchman explains how Rebalance IRA brings the investment expertise and best practices of leading pensions, endowments, and foundations to everyday investors through its Investment Committee of industry “rock stars.” Transcript Mitch Tuchman: When we started Rebalance IRA, we wanted to bring the best practices of the best pensions, endowments, and foundations, those investment practices,… Read more »
Rebalance Investment Committee Member Burton Malkiel on how Rebalance IRA provides investors with personalized guidance in a cost-effective way. Transcript Burton Malkiel: I think what Rebalance IRA has been able to do is give that personal touch, but to do it in a low-expense way. Many investors do want and need somewhat of a personal… Read more »
