FIRE (Financial Independence, Retire Early) is a movement focused on using disciplined saving and smart, low-cost investing to gain financial freedom sooner than traditional timelines. At its core, it’s about creating options—so work becomes a choice, not a necessity.
Rebalance Managing Director Mitch Tuchman outlines in this column how one should take financial advice as seriously as they take medical advice. If the number of digits on your retirement account balance surprises you, that might be a sign you need to get help with your financial decisions. The average American household in their 50s… Read more »
As 2023 draws to a close, this question may be on many investors’ minds. Stock markets in the year 2020 started off on an upward trend with the S&P 500 Index increasing from a closing value of $3,230.78 on 12/31/2019 to $3,386.15 on 2/19/2020 (a gain of about 4.8% in less than two months). However,… Read more »
Rebalance Chief Marketing Officer, Lauren Simpson, explains how she plans on retiring early.
For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.
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.
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…
