We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot.
Inheritance? Here’s Why Not to Pay Off Your Mortgage
Category: Advice & Articles
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.
A Financial Advisor Cares About Your Financial Health
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.
How to Invest in an Overpriced World
In his op-ed for the Wall Street Journal, Rebalance Investment Committee member Burt Malkiel reveals two strategies that work: broad diversification and rebalancing.
U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance
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!
Meet Greg
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 »
Meet Mitch Tuchman
Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing.
The End of Active 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.
