Category: Press & Awards

Thank you for making retirement investing safer for all Americans

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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 »

North Carolina Outward Bound School

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Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.

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.

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.

How to Pump Up a Roth IRA

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High-income earners have a new incentive to make after-tax contributions to a 401(k) plan: They can later shift the money into a Roth individual retirement account, tax-free.