Jack Bogle, the founder of Vanguard Group and father of index investing, doesn’t see the “Trump trade” lasting forever and cautions investors to avoid chasing returns. Asked about a potential rotation from bonds to equities, Bogle agreed that the markets seemed to be embracing a potential increase in government spending under a President Trump. But… Continue reading →

We are proud to announce that Rebalance’s renowned retirement advice radio show, Retire With More, has just received the iTunes stamp of approval, and is now a full-fledged iTunes podcast! Within each episode, my co-host Johnathan Rothman and I provide answers to your retirement investment questions with special guests curated to each show’s theme. This radio series is… Continue reading →

Recently, Time’s Money Magazine crowned Rebalance Retirement Investment Committee member one of their “Money Champions” of 2016. Find out why, and how Rebalance clients benefit from Charley’s expertise. Continue reading →

Bill Miller is not a household name to most people, but he certainly earned his keep over the years as a fund manager at Legg Mason Capital Management. Miller made his name by beating the S&P 500 Index for 15 consecutive years, a nifty feat and one that is remarkably difficult to repeat. But it… Continue reading →

It’s a question you hear over and over in the investment business: Why buy low-cost index funds when there are active managers out there beating the market silly? And there are, absolutely, some managers and funds that have long and amazing track records. Warren Buffett is the obvious example, but there are also funds with… Continue reading →

What makes you happy about your working life? Is it achieving a larger goal while making money? Or is it having coworkers to share your ups and downs? Now take all that away. There is no office, no meetings, no quarterly or annual goals. No coworkers and, obviously, no paycheck. Retirement is here and it is real. For… Continue reading →

Want people to trust and admire you, maybe even fall in love with you? Never pull your punches. It’s a contrarian approach to life, and possibly the hardest thing to do when it comes to money and investing, but owning up to what’s going wrong is crucial, say an expert who studies the investing style… Continue reading →

Esteemed New York Times finance columnist, Ron Lieber, recently wrote an article highlighting the many positives that a “gap year” can bring for prospective college students. In his in-depth column, Lieber argues that a gap year can empower young people to make their own life decisions; a year to take time to work toward goals, volunteer, or travel,… Continue reading →

Retirement investing is a difficult topic for many of us, and not just because of complexity. Rather, our emotions tend to get the better of us. Like starting up a huge mountain, the work of creating a retirement nest egg seems impossible. So we tend to shut down and think about other things instead. Kids,… Continue reading →