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.
In his latest Op-ed for the Wall Street Journal, Rebalance‘s Burt Malkiel takes stock pickers to task, citing Standard & Poor’s recent report that index investing outperforms actively managed funds over 90% of the time.
Rebalance Investment Committee Member Charley Ellis champions index investment funds to achieve above average results in his new book, The Index Revolution: Why Investors Should Join It Now
Managing Director Scott Puritz on how Rebalance bridges the gap between robo investing and personalized, high-quality investment advice.
Rebalance VP of Client Services Sally Brandon spoke to USA Today on why it’s important to save for the future even if children are not part of the equation.
Rebalance Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’
