Scott Puritz, Managing Director, describes the type of investor that can benefit the most from working with Rebalance. Continue reading →

An astonishing $32 trillion in securities changes hands every year with no net positive impact for investors, charges Vanguard Group Founder John Bogle. Meanwhile, corporate finance — the reason Wall Street exists — is just a tiny slice of the total business. The nation’s big investment banks probably could work for less than a week and take the rest of… Continue reading →

Mitch Tuchman, Managing Director, explains how Rebalance helps clients stay balanced during their annual check up. Continue reading →

Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →

I talk to dozens of people each week about their investments. After a while, you begin to notice a peculiar similarity among many of them. They’ve had the same retirement advisor for years, yet they strongly distrust that person. It can be hard for them to discuss it, as if they suffer from a financial version of… Continue reading →

Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading →

Managing Director, Mitch Tuchman, explains what robo-advisors are and how Rebalance is different. Continue reading →

Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →

I was invited recently to appear on the highly respected PBS series WealthTrack along with Burton Malkiel, author of the investing classic A Random Walk Down Wall Street. Malkiel is a member of the investment committee of my own firm, Rebalance. It was the premiere of host Consuelo Mack’s 10th year on the program she started and a tremendous honor for… Continue reading →