Predicting the future is impossible. Nobody, literally nobody, knows what will happen next. Yet back on Jan. 7 of this year Wharton’s Jeremy Siegel made an observation about stocks. “I actually think we’re going to get 8% to 10% this year,” Siegel told CNBC then. “I don’t think it’s going to be all that bad.” We… Continue reading →

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 →

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 →

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 →

Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →

Iconic performer Bruce Springsteen is out with a memoir of his life in music, unsurprisingly entitled Born to Run. It’s his first attempt to capturing his own story, although many others have written it before, some even writing him off. One biographer joked that he was “too old to rock” in 1989 — 27 years… Continue reading →