Rebalance’s Sally Brandon talks to U.S. News about the difference between a financial consultant and a fiduciary, and emphasizes the importance of having a highly credentialed expert at the helm of your finances.
What Is a Financial Consultant?
Author: trillion
Are Critics Right? Is It Time To Dump Your 401(k) Account?
How expensive is your 401(k) plan? Rebalance’s Scott Puritz talks to Investor’s Business Daily about the average fees in an employer sponsored 401(k) plan, and how you can save on cost.
Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
Why Women Deserve A Better Retirement Savings Plan
By John Waggoner The challenges women face when it comes to retirement are well-documented: They earn less than men, spend more years out of the workforce providing family care, and they live longer. As a result, experts note, women often need help to invest well and overcome these long-term challenges. It thus behooves employers to offer… Read more »
It’s Your Money, Take It With You, Dammit!
Here’s my take on that notion: don’t leave your 401(k) retirement money stranded with an old employer.
How To Invest Your Nest Egg?
Washington Post business reporter Tom Heath profiles Managing Director Scott Puritz, the Rebalance success story, and the firm’s focus on making investing less expensive and more pro-consumer.
Why it’s Important to Remember What We Don’t Know About Stocks
By Thomas Heath Rebalance Investment Committee member, Professor Burt Malkiel, speaks candidly to Washington Post columnist Thomas Heath about the state of today’s stock market, and the importance of a well-diversified portfolio with annual rebalancing. The nosebleed heights of today’s stock prices have me, like many other investors, a bit on edge. Have equities become too… Read more »
New Safeguards for IRA Rollovers
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, weighs in on the new Biden administration proposal.
Rebalance Wins the Schwab Pacesetter IMPACT Award™
Every year, Charles Schwab & Co., Inc. and a panel of independent judges – all leaders in financial services – recognize firms that have made the greatest impact on the financial industry. This year, Rebalance was awarded the prestigious Pacesetter award for visionary leadership, operational excellence and innovative use of technology.
Financial Management After the Loss of a Loved One
Losing a loved one is tough, and dealing with the financial ramifications during the grieving process can be excruciating. That’s why Rebalance‘s Mitch Tuchman spoke to ABC News about the best way to tackle this challenge. In this segment, Mitch illustrates the steps he took with his own mother, and how you too can breathe a bit easier when it comes to investment management after a loss.
