In this piece for The Philadelphia Inquirer, journalist Erin Arvedlund reports on whether or not there is a direct correlation between a recession and stock market drop.  In addition, Erin Arvedlund reminds investors the impending SECURE Act of 2019 goes back before Congress on Oct. 1st.  The Setting Every Community Up for Retirement Enhancement Act… Continue reading →

I’m guilty. There, I said it. And, it feels great to confess.  I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions to their spouses or partners. Admittedly, the reassuring news is that I’m in excellent company. … Continue reading →

You’ve probably already heard about the FIRE movement. FIRE stands for financial independence, retire early. Usually, the people who follow it are in their 20s and 30s and saw what happened to the economy in 2008 and have decided to put saving above all else in a bid to free themselves from worry. They’re having… Continue reading →

“Jeopardy James” Holzhauer finally lost on Monday, June 3 2019, ending his 32-game winning streak just $58,484 shy of Ken Jennings’ all time money prize record. He took home $2.4 million in any case, losing the “Jeopardy” throne to a 27-year-old Chicago librarian, Emma Boettcher. In the end, Holzhauer lost because Boettcher managed to outplay… Continue reading →

Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of the range can be easy spending. Who doesn’t want to splurge on fancy coffee or… Continue reading →

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 →

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 →

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 →

This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting story it is! Rebalance was born out of a desire to help investors save and… Continue reading →