Meet our Investment Experts
How Fees Impact Your Retirement Savings
Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading
Client Success Stories
Mitch Tuchman, Managing Director of Rebalance, shares one of his favorite client success stories. Continue reading
Meet Drew
Drew Pratt: I grew up in a small town in Northern Wisconsin. My father was a doctor. He helped people out every day. That was just part of his work. And I lived in an environment where people help each other out. So that, I think, has become a passion for me over time, to… Continue reading
Common Investor Mistakes
Investment Committee member Burt Malkiel on the common mistakes that hinder retirement investment returns. Continue reading
What Is “Rebalancing”?
Scott Puritz, Managing Director of Rebalance, discusses one important aspect to successful long-term retirement investing. Continue reading
Helping Clients Feel In Control
Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading
Client Success Stories
Mitch Tuchman, Managing Director of Rebalance, shares one of his favorite client success stories. Continue reading
How Does Rebalance Build Trust With Its Clients?
Scott Puritz, Managing Director of Rebalance, shares how Rebalance builds trust with clients. Continue reading
Demystifying Hidden Fees
Rebalance Senior Financial Advisor Joe Daly talks about the often misunderstood practice of hidden fees employed by big brokerages. Continue reading
Investing With Rebalance
What can you expect when you invest with Rebalance? Investment Committee member Burt Malkiel tells you in this brief clip. Continue reading
How Fees Impact Your Retirement Savings
Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading
How Did Events In Your Own Life Affect How You View Retirement Investing?
Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing. Continue reading
How Money Grows
Charley Ellis details the phenomenal rule of compounding, and how it allows everyday investors to retire with more. Continue reading
How To Buy Low And Sell High
Burt Malkiel on the importance of Warren Buffett’s often quoted advice to “buy low and sell high” when it comes to your retirement investments. Continue reading
