Category: In The Media

Indexing Beats Wall Street 90% of the Time

Stock chart active funds

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.

Thank you for making retirement investing safer for all Americans

Dear President Obama and Secretary Perez: As members of the financial advisor community, we are writing to express our appreciation for the leadership and hard work that you have devoted to the fiduciary duty rule just released by the U.S. Department of Labor. This extraordinarily important reform will protect millions of hard working Americans from the conflicts… Read more »

Rebalance On Bloomberg Radio

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Managing Director, Mitch Tuchman, spoke with Corey Johnson and Carol Masser from Bloomberg Radio about the importance of rolling over your employee-sponsored 401 (k) into an IRA with low fees when you change jobs.

Rebalance on NPR’s Morning Edition

NPR Newsroom Scott Puritz Feature

Rebalance Managing Director Scott Puritz, and author Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance is transforming the investment industry through its unique combination of world-class financial experts and productivity-enhancing technology.

Breaking Up Is Hard to Do… With Your Financial Adviser

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Leaving your financial adviser — and finding a replacement — is a daunting challenge. Our very own Sally Brandon’s latest post in Money Magazine explains why firing your adviser, while uncomfortable, could be a necessary step toward a stronger, more secure retirement.