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 »
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!
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.
Rebalance’s Managing Director Scott Puritz recently testified before a U.S. Senate Committee evaluating efforts to make investing safer. Recently, the U.S. Senate held hearings on new rules to make retirement investing safer for all Americans. Managing Director of Rebalance, Scott Puritz, is a nationally recognized authority on retirement investing and was asked to provide the Senate… Read more »
Executive Vice President, Wealth Management 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, Executive Vice President, Wealth Management Services
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 »
By Robert Siegel Rebalance Investment Committee member Professor Burton Malkiel talks with NPR’s Robert Siegel about his best-selling book, A Random Walk Down Wall Street, and stands by his central message: investors who buy index funds do better than all the stock pickers and Wall Street pundits. In 1973, Burton Malkiel published a very readable guide to… Read more »
