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.’
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!
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.
Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
Vice President of Client Services Sally Brandon shares her advice for how to take control of your financial future after a divorce, ensuring you’re set up for a secure, rewarding retirement.
Sally Brandon, Senior Vice President of Client Service & Advice at Rebalance, discusses why it’s so important to have a financial advisor you can count on.
Rebalance Vice President Sally Brandon writes in Money Magazine about the importance of striking a balance between saving for retirement and your children’s college money.
Financial expert and Rebalance Investment Committee member, Burt Malkiel, talks about the many factors that drove him to joining our firm. Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed in all of my life. It believes in low expenses. If… Read more »
