Investing can feel challenging and we often just postpone thinking about our savings and investing goals. We hear you! Our Rebalance team wants you to feel comfortable and in-the-know so we are launching a video series where you’ll hear directly from a few members of our expert advice team – Sally Brandon, Christie Whitney, and… Continue reading →

This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting story it is! Rebalance was born out of a desire to help investors save and… Continue reading →

During a recent quarterly market review call, we received the following question from a young man at the University of Texas: How much net worth separates the wealthy from the merely well off? It was a great question, albeit one that’s highly subjective. I think of somebody wealthy as having enough assets put away and… Continue reading →

One of my clients, who is an older man, recently told me about a conversation he had with his daughter, who had just gotten married. A wedding is a special time and certainly a threshold toward a new and different life. Parents often try to impart one last bit of wisdom before their children fully… Continue reading →

Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just the right moment. But first, let me tell you a little bit about my personal… Continue reading →

What are you passionate about? That’s the very question we posed to our Rebalance team in anticipation of the loved-up holiday that is rapidly approaching. While Valentine’s day may traditionally mean chocolates, roses, and pre fixe meals, it also makes a good excuse to reflect on what makes you tick, what makes you wake up… Continue reading →

Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in San Jose, CA. Dana’s main concern is that her high school age daughter is learning… Continue reading →

Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results of a “coffee versus retirement” survey, which emphasizes an often talked about point – the need… Continue reading →

Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →