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.
If your 401(k) is a few years old, benchmarking may reveal lower costs, improved service, and better value. – Svetlana Kot
Executive Vice President of Wealth Management Services, Sally Brandon describes what a new client can expect at Rebalance. Sally Brandon: A new client at Rebalance will typically have multiple retirement accounts scattered about in various locations, where they might not even be aware of all them, and they also might be invested in a lot of different ways… Read more »
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.
Here’s my take on that notion: don’t leave your 401(k) retirement money stranded with an old employer.
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.
In his op-ed for the Wall Street Journal, Rebalance Investment Committee member Burt Malkiel reveals two strategies that work: broad diversification and rebalancing.
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 »
Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing.
