Scott Puritz interviews Charley Ellis on Rethinking Investing Transcript Scott Puritz: Hello. I’m Scott puritz, Managing Director of rebalance. Today, we are really excited to welcome Charley Ellis, who just published a new book his 21st Rethinking Investing. In this book, Charley’s fresh insights challenge conventional wisdom and offer investors a clear, modern perspective on… Read more »
Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.
With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.
The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds.
By Katherine Cotter In February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike. Several of our team members were invited to participate on panels and presentations focused on… Read more »
By Lisa Ward A lot of money can be left on the table when retirees collect Social Security too early. Read on about a recent study that illustrates why it pays to wait. A study suggests that many retirees give up tens of thousands of dollars It’s no secret that retirees are often better off… Read more »
At the Harvard Business School reunion in October 2022, they decided to showcase Rebalance’s Managing Directors and 1982 Harvard Business School Graduates Scott Puritz and Mitch Tuchman. Watch Scott & Mitch as they reminisce about their friendship in this short video “How It Started and How It’s Going”.
Despite persistent inflation, high valuations, and recession risks, equities remain essential for long-term investors. With discipline and dollar-cost averaging, even volatile or stagflationary periods can still produce real returns.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights on how to invest for long-term growth, even in retirement.
If you’re like many small business owners you probably started a 401(k) plan years ago and, since it’s been running fine, left it well enough alone. You have a business to run, right? Shopping for a new 401(k) provider probably isn’t top of your to-do list, this week or even this year. Yet you should compare… Read more »
