Scott Puritz, Managing Director of Rebalance, explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading →

This month I had the pleasure of being asked to participate in my first ever Twitter Q&A with Reuters, hosted by Lauren Young. It was a lot of fun and a privilege to join a panel made up of some of the top financial minds that I admire the most, including Jean Chatzsky, Mandi Woodruff,… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, explains how to reduce client fees by 52% using low-cost index funds. Continue reading →

Sally Brandon, Senior Vice President of Client Service & Advice, explains how Rebalance establishes trust by building a rapport with clients. More on taking the emotion out of retirement investing. transcript At Rebalance, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with… Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that rebalancing plays in portfolio management. Continue reading →

Asked to explain his retirement investing philosophy to young people, Vanguard Group founder John Bogle summed it up very simply: Expect a 7% return from the growth of American business and nothing more, and never, ever speculate. The U.S. stock market rides on the productivity of American business, Bogle said in an interview. Corporations pay a dividend… Continue reading →

Sally Brandon, Vice President of Client Services, shares why it’s important for women to understand how their money is invested. Continue reading →

Look into the data on lobbying by the financial industry and the numbers are astounding. Big stock brokers are spending millions to sway lawmakers to see things their way. “Their way” means keeping fees high and responsibilities low. The stock brokers would vastly prefer, for instance, to keep a potential new rule on fiduciary duty… Continue reading →

Scott Puritz, Managing Director of Rebalance, shares how to reassure a client when the market goes down. Continue reading →