Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re just not sure it’s what you want. You wonder if breaking up is worth the… Continue reading →

Rebalance has always put our clients’ interests front and center, with a passionate commitment to providing retirement investment management at the highest levels of professional and ethical standards. In addition, our firm, as a Registered Investment Advisor, is regulated by the SEC and adheres to a strict fiduciary legal standard. We are pleased that the Department… Continue reading →

In any other industry you might assume that a move toward transparency and a client-centered approach would be a given. Not on Wall Street. For the stock brokers of the world, it’s borderline heresy. John Thiel, the head of Merrill Lynch Wealth Management, found out just how unpopular the idea of “clients first” can be after making… Continue reading →

Calling active mutual funds “fat, dumb and happy” as they take in billions in pointless fees from retirement investors, Vanguard Group founder John Bogle predicts the end of the active management industry. It won’t be quick. While passive funds have been drawing away huge amounts of assets over the past few years, they remain solidly in… Continue reading →

Who doesn’t love a county fair? The crazy collection of sights, sounds and smells. Sickeningly sweet fried treats, sizzling meat and candied popcorn fill the air. No, it’s not the kind of place you go regularly or even every year, but drifting down the midway once in a while is a neat trip down memory lane… Continue reading →

You know you pay stock brokers too much for investment advice. That’s a given. But can we put a number on the cost of their often-conflicted advice? Try this on for size: Up to $17 billion a year, according a White House memo leaked to the press. The “conflict” comes in when stock brokers give… Continue reading →

Mad Money host Jim Cramer, best known for offering stock tips on cable TV, is quickly becoming famous for taking what would seem for him a contrarian viewpoint — that investors should avoid stock-picking mutual funds like the plague. Actively managed funds are in one business and one business only, Cramer argues. They must grow… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, on understanding why conflict-free investing matters to you. Continue reading →

If you make the mistake of watching the stock market on cable TV, the drumbeat of nearly every minute of airtime is this: Anyone can pick stocks. It’s easy. It’s not a surprising message. The bulk of advertising on financial TV is from big Wall Street firms and brokerage houses. They too rely heavily on the… Continue reading →