There’s no better way to get excited about the holiday season than by giving back. You may know Rebalance as an investment firm with a team of individuals passionate about helping hardworking people retire with more. What you may not know, is that our firm members extend that same helpful attitude beyond the workplace, and into… Continue reading →

North Carolina Outward Bound School (NCOBS) is not just a group I give charity to— it is an integral part of my life. As an avid outdoorsman, I find the core values of Outward Bound especially appealing. But it is their tremendous work with young people that motivated me to support NCOBS in a more hands-on role.… Continue reading →

I sat down with client and friend Morra Aarons-Mele to discuss the recent publication of her new book Hiding in the Bathroom: An Introvert’s Guide to Getting Out There (When You’d Rather Stay Home) and explore the anxiety that many people feel about money. Aarons-Mele is a successful Internet marketer and host of the popular podcast, Hiding… Continue reading →

Recently, Rebalance hosted a screening and panel discussion of HBO’s Bernie Madoff biopic, The Wizard of Lies. The main question I posed as moderator to our panel of retirement safety experts was simply, “What can we learn from the Bernie Madoff saga?” Panelists Phyllis Borzi, Congressman Jamie Raskin, and Elizabeth Kelly each weighed in with their… 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 →

Recently, Time’s Money Magazine crowned Rebalance Retirement Investment Committee member one of their “Money Champions” of 2016. Find out why, and how Rebalance clients benefit from Charley’s expertise. Continue reading →

Esteemed New York Times finance columnist, Ron Lieber, recently wrote an article highlighting the many positives that a “gap year” can bring for prospective college students. In his in-depth column, Lieber argues that a gap year can empower young people to make their own life decisions; a year to take time to work toward goals, volunteer, or travel,… Continue reading →

Why use index funds? Warren Buffett and Rebalance Investment Committee members Charley Ellis and Burt Malkiel make a convincing argument in this piece for the Wall Street Journal. Continue reading →

Investing legend Charley Ellis, a treasured member of the Rebalance Investment Committee, has spent decades challenging assumptions. His seminal paper on investment strategy, first published in 1975, later became the bestseller Winning the Loser’s Game, now entering its seventh printing. In that paper and later in the book, Charley proposes the disarmingly simple idea that investors… Continue reading →