Who’s to blame for the obvious and ultimately fixable gender gap in pay? “Shark Tank” star Barbara Corcoran lays at some of it at the feed of women themselves. “Women should pretend they’re a man, because men do negotiate better,” Corcoran recently said. It’s tempting to take her point. She offers a shortcut to a goal,… Continue reading →

For most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading →

Think for a minute about all the things you spend money on day to day: Food, housing, a car, clothes, utilities, entertainment, and so on. You probably think of all of these things as essentials and mostly that’s right. Everyone needs a roof over their head, clothes on their back, and food to eat. You… Continue reading →

Recently, I sat down with Ed Melick at Grace in 30, a radio broadcast out on WERA-LP Arlington, to discuss the life-changing event that motivated me to cultivate a business centered on better investing. Grace in 30 summarizes my experience thusly: About 19 years ago, Mitch Tuchman was sitting in a McDonalds when he saw a… Continue reading →

Charley Ellis, one of the members of our esteemed Investment Committee here at Rebalance, once explained that beating the market used to be easy — so easy that anybody paying attention could probably do it. It truly was a “stock picker’s market.” He told Rebalance Managing Director Scott Puritz that, back in the 1960s, only… Continue reading →

It’s that time again. The weather is starting to cool, and the long hazy days of summer are winding down as kids (and adults alike) retreat to the classroom. While the back to school focus is typically on children, have you thought about giving yourself some homework? I don’t mean homework for a grade, of… Continue reading →

I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I represented the side of “passive” or index investing, speaking to the potentially harmful drawbacks of… Continue reading →

Wishing you had put more into a tax-free Roth IRA? You might just get your chance if you aim to hit the Roth IRA “sweet spot.” Roth IRAs are increasingly popular. About a third of retirement investors own them, according to data from the Investment Company Institute. A similar margin of those investors are under… Continue reading →

Ask 100 people what they want from a financial advisor and nearly all would say, “Um, advice?” Too bad that’s not what most financial advisors do. In fact, most are not even qualified to give advice. Sure, they take exams to be licensed as advisors. But those exams are not designed to test knowledge of… Continue reading →