Rebalance Investment Committee Member Charley Ellis champions index investment funds to achieve above average results in his new book, The Index Revolution: Why Investors Should Join It Now
Rebalance Investment Committee Member, Charley Ellis sits down with PBS host Consuelo Mack and explains how index investing can lead to above average results.
Managing Director Scott Puritz on how Rebalance bridges the gap between robo investing and personalized, high-quality investment advice.
Rebalance VP of Client Services Sally Brandon spoke to USA Today on why it’s important to save for the future even if children are not part of the equation.
John Bogle, the longtime champion of low-cost investing and founder of the Vanguard Group, is not one to rest on his laurels. You would think that the recent Department of Labor “clients first” fiduciary standard ruling — earned after decades of fighting an investment industry focused on profits over people — would qualify as a big win. Don’t get me wrong, it… Read more »
Rebalance Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’
Dear President Obama and Secretary Perez: As members of the financial advisor community, we are writing to express our appreciation for the leadership and hard work that you have devoted to the fiduciary duty rule just released by the U.S. Department of Labor. This extraordinarily important reform will protect millions of hard working Americans from the conflicts… Read more »
Mitch Tuchman speaks with U.S. News about how 1% mutual fund fees can actually add up to much more.
Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.
Sue Herera of PBS Nightly Business Report interviews Scott Puritz of Rebalance about why the classic 60/40 formula for investing (stocks/bonds) no longer applies and is, in fact, actually dangerous for your savings.
