News & Insights

Articles
A Longer Life Can Lead to Financial Concerns, and More Questions
Sonja Breeding CFP®, CCFC
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Are You Prepared for Longevity? Take this Quick Online Quiz to Find Out!
Christie Whitney, CFP®
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Reflecting on a Decade of Fiduciary Advocacy and Financial Education
Scott Puritz
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Articles
Don’t Buy Into This Easy Fix for Stock-Market Craziness
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Articles
Dan Mavraides on College Athletics and Saving for Retirement
Dan Mavraides
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Retirees Are More Vulnerable to Cyber Scams—but Not for the Reasons You Think
Sonja Breeding CFP®, CCFC
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Articles
Funding a Second Home Without Selling the First Home
Christie Whitney, CFP®
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In The Media
Rebalance's Dan Mavraides on Doctor in the Dugout
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Lauren Simpson on Investing for Student Athletes
Lauren Simpson
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Articles
Four ways financial advice delivers true value
Matt Jude, CFP®, ECA
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What’s the value of hiring a CFP? This might be the best estimate
Christie Whitney, CFP®
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Articles
It’s Time to Rethink the Standard Investment Advice. But Not Too Much.
Scott Puritz
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Articles
Navigating the Tech Equity Tax Trap
Matt Jude, CFP®, ECA
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Articles
The Point of Retirement? Enlightenment, or at Least Calm
Dan Mavraides
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Articles
How to Make, and Keep, New Year’s Financial Resolutions
Sonja Breeding CFP®, CCFC
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Articles
A New Year’s Resolution to Fortify Your 401(k)
Scott Puritz
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Articles
Thinking With Machines
Dan Mavraides
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Articles
Why Concerns About an AI Bubble Are Bigger Than Ever
Mitch Tuchman
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Articles
What We Mean When We Talk About an Artificial Intelligence ‘Bubble’
Scott Puritz
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In The Media
Managing the Risks and Taxes of Highly Appreciated Stock
Matt Jude, CFP®, ECA
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Articles
Do You Need a Financial Adviser? Ask Yourself These Four Questions
Scott Puritz
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Articles
Matt Jude on the Importance of Discipline in Investing
Matt Jude, CFP®, ECA
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Articles
Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025
Christie Whitney, CFP®
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In The Media
Rebalance Named Top RIA Firm by Forbes
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In The Media
Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy
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Articles
Lauren Simpson on Setting Financial Goals—Let's Talk About Money
Lauren Simpson
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Articles
Diminishing Returns for University Endowments
Burton G. Malkiel
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Articles
A Recipe for Doubling Your Stock Returns, Again and Again
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Articles
How Women Can Be More Confident With Investing
Sally Brandon
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Articles
Matt Jude on Investing for Student Athletes
Matt Jude, CFP®, ECA
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Articles
Meet Dan
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Articles
Meet Christie
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Articles
Meet Matt
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Articles
Don’t Buy Into This Easy Fix for Stock-Market Craziness
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Articles
How to handle concentrated stock positions.
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In The Media
Tax Planning for Concentrated Stock Positions
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In The Media
Get Financially Savvy – and Get Social!
Sonja Breeding CFP®, CCFC
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Articles
Meet Lauren
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In The Media
It's a Good Time to 'Stock' Up
Burton G. Malkiel
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Articles
Lauren Simpson on Financial Independence, Retire Early
Lauren Simpson
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Articles
What Is Financial Planning and How Does It Help Me in This Stock Market?
Matt Jude, CFP®, ECA
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In The Media
Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack
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Articles
Recommended Reading: Rethinking Investing by Charley Ellis
Scott Puritz
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In The Media
Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”
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In The Media
Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides
Dan Mavraides
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Articles
How to Use a 529 Plan to Finance Your Kid’s College Costs
Dan Mavraides
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Articles
Medicare plan options are confusing. This book may help.
Sonja Breeding CFP®, CCFC
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Articles
What’s Your Next Chapter? The Time to Plan for It Is Now
Dan Mavraides
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Articles
3 Questions Your Advisor Should Ask About Aging
Dan Mavraides
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Articles
Is Indexing Doomed? Not if History Is Any Guide
Dan Mavraides
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In The Media
A millennial couple who grew their net worth from less than $100K to over $1M share the 'house-hacking' strategy that made it possible
Lauren Simpson
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Articles
Roth IRAs Can Transform Your Retirement Planning
Christie Whitney, CFP®
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Articles
Target Date Funds: Smart Investment or Hidden Danger?
Matt Jude, CFP®, ECA
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Articles
What to Know About 529 Accounts Owned by Grandparents & the New FAFSA
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Articles
Backdoor Roth IRAs Are Promising — and Perilous
Sonja Breeding CFP®, CCFC
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Articles
What to Do When Your 401(k) Leaves Something to Be Desired
Scott Puritz
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In The Media
What to Do When Your 401(k) Leaves Something to Be Desired
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Articles
Meet Sonja Breeding
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Articles
Mastering Financial Independence: A Guide to the FIRE Movement
Lauren Simpson
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Articles
Does the 4% Withdrawal Rule for Retirees Still Make Sense?
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Articles
What is the Story of the Last Few Years?
Matt Jude, CFP®, ECA
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In The Media
Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes
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In The Media
Rebalance Named Best Financial Advisory Firm By USA Today
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In The Media
Rebalance Named Top Wealth Manager By Silicon Valley Business Journal
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Articles
Understanding Equity Compensation - Featured in Construction Outlook
Matt Jude, CFP®, ECA
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In The Media
Rebalance adds dynamic new team member - Matt Jude, CFP®, ECA - enhancing its talent and core competencies
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Articles
Retire Early
Lauren Simpson
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Articles
Scott Puritz interviews Charley Ellis on Rethinking Investing
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In The Media
Inheritance: Navigating the Complexities
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In The Media
Should You Refinance Your Mortgage to Pay Off Debt?
Sonja Breeding CFP®, CCFC
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Articles
The Rebalance Team is Improving Investing Literacy Across the U.S.
Katherine Cotter
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Articles
The High Price Retirees Pay for Collecting Social Security Too Early
Sonja Breeding CFP®, CCFC
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In The Media
It’s Getting Even Harder to Save for Retirement. Here’s What You Can Do.
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In The Media
50 Years Later, Burton Malkiel Hasn’t Changed His Views on Indexing
Burton G. Malkiel
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In The Media
It's Been a Wild Ride for the Stock Market. What is Next?
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Articles
How It Started/How It's Going - HBS Reunion 2022 - Mitch Tuchman and Scott Puritz
Scott Puritz
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Articles
Don’t Give Up on the Stock Market
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In The Media
A Roth IRA Works Harder for You in Retirement
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Articles
6 Ways Women Can Boost Retirement Savings
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In The Media
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
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In The Media
National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model
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Articles
Are Your 401(k) Plan Costs Average? Or Way Out of Line?
Svetlana Kot
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Articles
The New Client Experience
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In The Media
Dental 401(k) Plans: Retire Sooner, and Avoid Costly Lawsuits
Scott Puritz
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In The Media
Five Tips for Getting Your Financial House in Order
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In The Media
Rebalance's Better K Launch Highlights How 401k Admin is Changing
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In The Media
What Is a Financial Consultant?
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In The Media
Are Critics Right? Is It Time To Dump Your 401(k) Account?
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In The Media
Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
Scott Puritz
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Curated Insights
Why Women Deserve A Better Retirement Savings Plan
Svetlana Kot
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In The Media
Finding Investment Advice For More Modest Retirement Accounts
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Articles
It’s Your Money, Take It With You, Dammit!
Scott Puritz
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Articles
How To Invest Your Nest Egg?
Scott Puritz
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In The Media
Why it's Important to Remember What We Don't Know About Stocks
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In The Media
New Safeguards for IRA Rollovers
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In The Media
Rebalance Wins the Schwab Pacesetter IMPACT Award™
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In The Media
Financial Management After the Loss of a Loved One
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In The Media
Six Questions to Ask a Financial Adviser About Fees
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Articles
A Financial Advisor Cares About Your Financial Health
Christie Whitney, CFP®
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Articles
How to Invest in an Overpriced World
Burton G. Malkiel
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In The Media
Reconsidering Retirement
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Articles
U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance
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In The Media
Make sure your retirement savings last as long as you do
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In The Media
Indexing Beats Wall Street 90% of the Time
Burton G. Malkiel
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Articles
Meet Greg
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Articles
Meet Mitch Tuchman
Mitch Tuchman
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Articles
The End of Active Investing?
Charley Ellis
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In The Media
Legendary Investment Thought Leader Charles Ellis Encourages Everyday Investors to Join The Index Revolution
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Videos
How Index Investing Can Lead to Above Average Results
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In The Media
Financial firms embrace all-digital approach to managing retirement assets
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In The Media
How Retirement Planning for Childless Couples Is Different
Sally Brandon
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Articles
John Bogle: Extend ‘Clients First’ Fiduciary Rule To All Investors
Mitch Tuchman
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Articles
Rebalance joins John Bogle in Launch of ‘Campaign for Investors’
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Articles
U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance
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In The Media
Thank you for making retirement investing safer for all Americans
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In The Media
Hidden Mutual Fund Fees That Are Robbing Your Returns
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In The Media
North Carolina Outward Bound School
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Articles
Scott Puritz Interviewed by PBS Nightly Business Report
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Articles
The 60/40 stock-and-bond portfolio mix is dead in 2016
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In The Media
Rebalance On Bloomberg Radio
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Videos
Rebalance on NPR's Morning Edition
Scott Puritz
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Articles
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers
Scott Puritz
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Videos
Malkiel & Tuchman: Retirement Autopilot. PBS Wealthtrack: Full Episode
Burton G. Malkiel
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Articles
U.S. Senators Applaud Rebalance
Scott Puritz
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In The Media
Breaking Up Is Hard to Do… With Your Financial Adviser
Sally Brandon
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Articles
After Divorce: Build the Financial Future You Want
Sally Brandon
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Articles
Meet Sally
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Articles
Don't Be Too Generous With College Money: One Financial Adviser's Story
Sally Brandon
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In The Media
Why I Joined Rebalance - Charley Ellis
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Articles
Why I Joined Rebalance
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Articles
Markets May Stumble Or Skyrocket, But This Economist Says Hold On Tight
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Articles
Why I Chose Rebalance - Jay Vivian
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In The Media
How to Pump Up a Roth IRA
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Articles
The Decline and Fall of Fund Managers
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Articles
Putting Kids First Could Kill Your Retirement
Sally Brandon
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In The Media
Retirement Savings Options for Small-Business Owners
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Articles
Top Flight Advice For Everyday Investors
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Articles
The Conversation Nobody Wants to Have Until It Is Too Late
Sonja Breeding CFP®, CCFC
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Articles
Smart Retirement Investors Rebalance Their Portfolios
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In The Media
Do Nothing, Make Money
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Videos
Why IBM Moved To Index Investing
Jay Vivian
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In The Media
Charley Ellis On NPR
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Articles
How Bond Investors Can Avoid Becoming Losers
Burton G. Malkiel
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Articles
How Much Does Your Money Manager Cost You?
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In The Media
Don’t Miss The Big Change In Portfolio Rebalancing
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In The Media
3 Investing Rules To Rescue Your Retirement
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Articles
Winning The Loser’s Game
Charley Ellis
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Articles
Tony Robbins
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In The Media
Finding Investment Advice For More Modest Retirement Accounts
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Articles
Winning The Loser’s Game
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Articles
The Elements Of Investing
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Articles
A Random Walk Down Wall Street
Burton G. Malkiel
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In The Media
Mitch Tuchman On CNN
Mitch Tuchman
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In The Media
Investment Management Fees Are (Much) Higher Than You Think
Charley Ellis
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In The Media
Pearls Of Wisdom
Jay Vivian
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In The Media
Do It Yourself Investing
Mitch Tuchman
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