The following opinion editorial, originally published in The Baltimore Sun, was co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. The editorial examines a proposed U.S. Department of Labor rule designed to make retirement investing safer. You can hardly blame an industry for defending… Continue reading →

Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance, we’ll reach out to them by phone and talk to them to make sure that… Continue reading →

Does $17 billion sound like a lot of money to you? It should. That’s how much in profits Wall Street stands to lose if a proposed rule in Washington is enacted. All that has to happen to stop the rule…is nothing. The defenders of the status quo need only drag their feet hard enough. If… Continue reading →

Managing Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading →

Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading →

Scott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading →

If you haven’t been following the debate on Capitol Hill over the cost of retirement investing, well, I don’t blame you. It’s a dense topic and not top of mind for most folks as summer winds down and back-to-school begins. Yet you should be paying attention: If Wall Street prevails in its campaign to water down proposed… Continue reading →

Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. Continue reading →

Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading →