Quick question: What title does your financial advisor use? What’s actually on his or her business card? If the words are “financial advisor,” the feds could come calling with pointed questions. The problem is one of legal responsibility. In the final weeks of the Obama administration the government was set to raise the bar on… Continue reading →

Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not. Every primary practice doctor has this experience. The patient comes in, gets weighed, blood pressure taken, and the doctor does his or her… Continue reading →

The headlines are outrageous and heartbreaking. Seventeen dead in a Florida high school, victims of an angry young man with a powerful weapon in his hands. This follows, of course, the mass attacks in Las Vegas, in Orlando and in Newtown, Conn. Never mind the estimated 96 guns deaths daily around the country, most of… Continue reading →

What could be more complicated than love? Money, hands down. The strange, beautiful chemistry that binds two people together can make us blind to many faults. That’s good, because we certainly have faults of our own to conceal. Where things can turn sour, of course, is when we have to talk to our partners about… Continue reading →

The recent stock market news has been downright scary. “Biggest one-day points plunge! Stocks in freefall! Bear market begins!” You’re probably expecting me to say “Don’t worry, everything is going to be fine.” But I won’t — because I can’t. I don’t know if stocks will recover tomorrow or take another big dive. I don’t… Continue reading →

Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just the right moment. But first, let me tell you a little bit about my personal… Continue reading →

What are you passionate about? That’s the very question we posed to our Rebalance team in anticipation of the loved-up holiday that is rapidly approaching. While Valentine’s day may traditionally mean chocolates, roses, and pre fixe meals, it also makes a good excuse to reflect on what makes you tick, what makes you wake up… Continue reading →

Rich people — really rich people — have an inside joke about spending in retirement: They called it “skiing.” Not skiing as in snow skiing, but “Spending our Kids’ Inheritance.” They use it in reference to splurges, such as pricey wines, cruises through Europe, second homes, or whatever strikes their fancy. They don’t feel bad… Continue reading →

In a funny and timely bit of analysis, a stock reporter at CNBC pointed out that billionaire investing icon Warren Buffett could buy every NFL team. After all, he has $92.1 billion. The combined value of every franchise comes to $80.7 billion. He could write the check and still easily be in the fraction-of-the-1% club… Continue reading →