Many business owners think about their 401(k) advisor as primarily focused on investment selection — which funds to buy and why, like a stockbroker might do. They tend to miss the rest of the iceberg under the water: administrative tasks, tax reporting, retirement planning, auditing and compliance, employee education and more. Aside from a few… Continue reading →

Reflation Risk According to Goldman Sachs With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In this recent Goldman Sachs podcast, host Allison… Continue reading →

Do you know — really know — what you pay for your retirement plan? If you do, consider yourself in the minority. A recent Rebalance poll found that more than half of Americans (57%) believe they pay “no fees” or “very low fees” for their 401(k) plan at work.  And nearly a quarter of respondents… Continue reading →

Nobody opens a small business with the dream of being a part-time bookkeeper. Unless, of course, your business is bookkeeping! Same with tax-filing deadlines and the myriad legal and insurance issues that can pop up in any industry. You probably started your business because you love caring for your patients or building beautiful homes. Maybe… Continue reading →

At the start of 2020, Congress made it easier for small businesses to offer 401(k) retirement plans to their employees. That’s a relief. Participation in 401(k) plans is far too low. Just 60% of workers have access to a 401(k). Even then, only 42% of workers participate. The law, known as the SECURE Act, is… Continue reading →

Our very own Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells The Philadelphia Inquirer how annuities can be both good and bad for everyday investors. SECURE Act, signed by President, a game-changer for retirement plans by Erin Arvedlund The most significant legislation affecting retirement became law — as of Friday, Dec. 20. Congress… Continue reading →

My business partner Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model. How to make the most of a zero-commission world by Beth Pinsker, November 14 2019 How interested are people in trading stocks… Continue reading →

“I want to help people do the right thing and to be at ease” Drew Pratt is the latest addition to the Rebalance team. As Vice President for Investment Advice, Pratt will contribute to the firm’s wealth management practice while also advancing the Rebalance 360 Product Suite, a full-service wealth management offering. Pratt brings more… Continue reading →

Chris Arnold is a reporter with NPR who has a knack for explaining the complexities of investing in simple, plain English. In the ongoing fight for greater consumer protections, NPR produced a segment that highlights the intricacies of the fiduciary rule, and approached me for my “industry insider” opinion. It was my honor to speak about the… Continue reading →