What a journey it has been. I am excited to announce that our firm, Rebalance, has recently reached $500 million in assets under management. We could not have hit this incredible milestone without our wonderful team members, who work tirelessly to help people retire with more, and most importantly, our clients. I would like to… Continue reading →

Nearly eight in 10 Americans have access to a 401(k) retirement investment plan. Many more should consider adding or using Roth IRA accounts. Roth accounts are funded with after-tax money — there’s no tax savings now — but the investment growth and withdrawals are tax-free forever. Short-term pain for long-term gain. Is a Roth IRA the… Continue reading →

There’s no better way to get excited about the holiday season than by giving back. You may know Rebalance as an investment firm with a team of individuals passionate about helping hardworking people retire with more. What you may not know, is that our firm members extend that same helpful attitude beyond the workplace, and into… Continue reading →

Jack Bogle, the founder of the massively ayuccessful (and just plain massive) Vanguard Group, recently said his former company is perhaps getting too big for its own good. And big it is. The house that Jack built took in $276.2 billion so far this year, more than its eight largest competitors combined. Much of that… Continue reading →

Richard Thaler, the recent winner of the Nobel prize for economics, is a brilliant man. Anyone interested in how the human mind works should read Nudge: Improving Decisions about Health, Wealth and Happiness, the 2008 book he wrote with Cass Sunstein. Thaler and Sunstein make a relatively simple argument based on years of economic research… Continue reading →

North Carolina Outward Bound School (NCOBS) is not just a group I give charity to— it is an integral part of my life. As an avid outdoorsman, I find the core values of Outward Bound especially appealing. But it is their tremendous work with young people that motivated me to support NCOBS in a more hands-on role.… Continue reading →

Whatever you might think of our current president, you can’t say he doesn’t think big. The Trump-GOP tax plan just announced has the potential to impact retirement savers in fundamental, long-term ways that could be positive for many Americans. The plan is a long way from reality and is likely to see some changes before… Continue reading →

Nearly 10 years ago, iconic billionaire investor Warren Buffett took what seemed like a contrarian bet for a professional stock picker. He bet any comer that a simple, low-cost investment in the S&P 500 would beat a hedge fund strategy over 10 years. On the line was $1 million, to be paid to a charity… Continue reading →

I sat down with client and friend Morra Aarons-Mele to discuss the recent publication of her new book Hiding in the Bathroom: An Introvert’s Guide to Getting Out There (When You’d Rather Stay Home) and explore the anxiety that many people feel about money. Aarons-Mele is a successful Internet marketer and host of the popular podcast, Hiding… Continue reading →