Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
The 60/40 stock-and-bond portfolio mix is dead in 2016
Author: trillion
Rebalance On Bloomberg Radio
Managing Director, Mitch Tuchman, spoke with Corey Johnson and Carol Masser from Bloomberg Radio about the importance of rolling over your employee-sponsored 401 (k) into an IRA with low fees when you change jobs.
Rebalance on NPR’s Morning Edition
Rebalance Managing Director Scott Puritz, and author Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance is transforming the investment industry through its unique combination of world-class financial experts and productivity-enhancing technology.
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
Malkiel & Tuchman: Retirement Autopilot. PBS Wealthtrack: Full Episode
PBS showcases Rebalance on the award-winning finance show Wealthtrack. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices.
Breaking Up Is Hard to Do… With Your Financial Adviser
Leaving your financial adviser — and finding a replacement — is a daunting challenge. Our very own Sally Brandon’s latest post in Money Magazine explains why firing your adviser, while uncomfortable, could be a necessary step toward a stronger, more secure retirement.
After Divorce: Build the Financial Future You Want
Executive Vice President, Wealth Management Services Sally Brandon shares her advice for how to take control of your financial future after a divorce, ensuring you’re set up for a secure, rewarding retirement.
Meet Sally
Sally Brandon, Executive Vice President, Wealth Management Services
at Rebalance, discusses why it’s so important to have a financial advisor you can count on.
Don’t Be Too Generous With College Money: One Financial Adviser’s Story
Rebalance Vice President Sally Brandon writes in Money Magazine about the importance of striking a balance between saving for retirement and your children’s college money.
Why I Joined Rebalance – Charley Ellis
Financial luminary Charley Ellis on why he decided to join the prestigious Investment Committee at Rebalance.
