Expert Advisors Archive
Why I Chose Rebalance
Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments. Continue reading
Why I Believe In Index Investing
Jay Vivian, former managing director of the IBM Retirement Funds, on the thought process that lead him to index investing. Continue reading
Why Is It So Hard To Beat the Stock Market?
Jay Vivian, former managing director of the IBM Retirement Funds, on why so few are able to beat the stock market. Continue reading
Decisions About Rolling Over Your 401(k) or 403(b)
Jay Vivian, former managing director of the IBM Retirement Funds, on why rolling over your 401(k) is important. Continue reading
Meet Greg
Rebalance’s Senior Financial Consultant, Greg Brown, explains the difference between passive investing and active investing. Continue reading
Helping Clients Retire With More
Vice President of Client Services, Sally Brandon explains how Rebalance helps clients get to where they want to be and retire with more. Continue reading
Saving For College Vs. Retirement
Rebalance Vice President Sally Brandon on the importance of striking a balance between saving for retirement and your children’s college money. Continue reading
The New Client Experience
Vice President of Client Services, Sally Brandon shares what a new client can expect from working with Rebalance. Continue reading
What If I Have Multiple Retirement Accounts?
Sally Brandon, Vice President of Client Services, explains how Rebalance helps clients consolidate multiple retirement accounts. Continue reading
