By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
Finding Investment Advice For More Modest Retirement Accounts Ron Lieber | Your Money If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people — maybe… Read more »
Washington Post business reporter Tom Heath profiles Managing Director Scott Puritz, the Rebalance success story, and the firm’s focus on making investing less expensive and more pro-consumer.
By Thomas Heath Rebalance Investment Committee member, Professor Burt Malkiel, speaks candidly to Washington Post columnist Thomas Heath about the state of today’s stock market, and the importance of a well-diversified portfolio with annual rebalancing. The nosebleed heights of today’s stock prices have me, like many other investors, a bit on edge. Have equities become too… Read more »
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, weighs in on the new Biden administration proposal.
Every year, Charles Schwab & Co., Inc. and a panel of independent judges – all leaders in financial services – recognize firms that have made the greatest impact on the financial industry. This year, Rebalance was awarded the prestigious Pacesetter award for visionary leadership, operational excellence and innovative use of technology.
Losing a loved one is tough, and dealing with the financial ramifications during the grieving process can be excruciating. That’s why Rebalance‘s Mitch Tuchman spoke to ABC News about the best way to tackle this challenge. In this segment, Mitch illustrates the steps he took with his own mother, and how you too can breathe a bit easier when it comes to investment management after a loss.
Too many retirement investors contract for services that don’t match their needs—and end up paying far more than they have to. Rebalance‘s Sally Brandon talks with the Wall Street Journal about how you can avoid falling into this overpriced trap.
Two Alumni on a mission to help clients invest smarter
Rebalance‘s Scott Puritz speaks to Tim Grant at the Pittsburgh Post Gazette about the problematic nature of target date funds, and why many investors would benefit to take a less conservative investment route.
