Too many retirement investors contract for services that don’t match their needs—and end up paying far more than they have to. Rebalance‘s Sally Brandon talks with the Wall Street Journal about how you can avoid falling into this overpriced trap.
Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not.
In his op-ed for the Wall Street Journal, Rebalance Investment Committee member Burt Malkiel reveals two strategies that work: broad diversification and rebalancing.
Two Alumni on a mission to help clients invest smarter
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
Rebalance‘s Scott Puritz speaks to Tim Grant at the Pittsburgh Post Gazette about the problematic nature of target date funds, and why many investors would benefit to take a less conservative investment route.
In his latest Op-ed for the Wall Street Journal, Rebalance‘s Burt Malkiel takes stock pickers to task, citing Standard & Poor’s recent report that index investing outperforms actively managed funds over 90% of the time.
Rebalance‘s Senior Financial Consultant, Greg Brown, explains the difference between passive investing and active investing. Greg Brown: Passive investing means you’re going to own investments as opposed to trying to buy and sell them. You’re going to stay in the market instead of jumping in and out, trying to time the market. Active management is the… Read more »
Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing.
In his recent editorial for Financial Times Charles Ellis details the pitfalls of active investing, and why the average investor should look to index investing for better long-term performance.
