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How It Started/How It's Going - HBS Reunion 2022 - Mitch Tuchman and Scott Puritz

Scott Puritz

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Don’t Give Up on the Stock Market

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Are Your 401(k) Plan Costs Average? Or Way Out of Line?

Svetlana Kot

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The New Client Experience

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It’s Your Money, Take It With You, Dammit!

Scott Puritz

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How To Invest Your Nest Egg?

Scott Puritz

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A Financial Advisor Cares About Your Financial Health

Christie Whitney, CFP®

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How to Invest in an Overpriced World

Burton G. Malkiel

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U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance

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Meet Greg

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Meet Mitch Tuchman

Mitch Tuchman

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The End of Active Investing?

Charley Ellis

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John Bogle: Extend ‘Clients First’ Fiduciary Rule To All Investors

Mitch Tuchman

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Rebalance joins John Bogle in Launch of ‘Campaign for Investors’

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U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance

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Scott Puritz Interviewed by PBS Nightly Business Report

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The 60/40 stock-and-bond portfolio mix is dead in 2016

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The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

Scott Puritz

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U.S. Senators Applaud Rebalance

Scott Puritz

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After Divorce: Build the Financial Future You Want

Sally Brandon

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Meet Sally

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Don't Be Too Generous With College Money: One Financial Adviser's Story

Sally Brandon

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Why I Joined Rebalance

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Markets May Stumble Or Skyrocket, But This Economist Says Hold On Tight

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Why I Chose Rebalance - Jay Vivian

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The Decline and Fall of Fund Managers

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Putting Kids First Could Kill Your Retirement

Sally Brandon

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Top Flight Advice For Everyday Investors

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The Conversation Nobody Wants to Have Until It Is Too Late

Sonja Breeding CFP®, CCFC

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Smart Retirement Investors Rebalance Their Portfolios

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How Bond Investors Can Avoid Becoming Losers

Burton G. Malkiel

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How Much Does Your Money Manager Cost You?

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Winning The Loser’s Game

Charley Ellis

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Tony Robbins

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Winning The Loser’s Game

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The Elements Of Investing

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A Random Walk Down Wall Street

Burton G. Malkiel

Inheritance? Here’s Why Not to Pay Off Your Mortgage

More Americans own stocks. This is great for their financial future.

What Investors Should Know About Money-Market Funds and CDs

With the Odds on Their Side, They Still Couldn’t Beat the Market

The 60-40 Investment Strategy Is Back After Tanking Last Year

What is the worst time to hire a financial adviser?

Articles

A Longer Life Can Lead to Financial Concerns, and More Questions

Are You Prepared for Longevity? Take this Quick Online Quiz to Find Out!

Reflecting on a Decade of Fiduciary Advocacy and Financial Education

Don’t Buy Into This Easy Fix for Stock-Market Craziness

Dan Mavraides on College Athletics and Saving for Retirement

Retirees Are More Vulnerable to Cyber Scams—but Not for the Reasons You Think

Lauren Simpson on Investing for Student Athletes

Four ways financial advice delivers true value

What’s the value of hiring a CFP? This might be the best estimate

It’s Time to Rethink the Standard Investment Advice. But Not Too Much.

Navigating the Tech Equity Tax Trap

How to Make, and Keep, New Year’s Financial Resolutions

A New Year’s Resolution to Fortify Your 401(k)

Thinking With Machines

Why Concerns About an AI Bubble Are Bigger Than Ever

What We Mean When We Talk About an Artificial Intelligence ‘Bubble’

Do You Need a Financial Adviser? Ask Yourself These Four Questions

Matt Jude on the Importance of Discipline in Investing

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025

Lauren Simpson on Setting Financial Goals—Let's Talk About Money

Diminishing Returns for University Endowments

A Recipe for Doubling Your Stock Returns, Again and Again

How Women Can Be More Confident With Investing

Matt Jude on Investing for Student Athletes

Meet Dan

Meet Christie

Meet Matt

Don’t Buy Into This Easy Fix for Stock-Market Craziness

How to handle concentrated stock positions.

Meet Lauren

Lauren Simpson on Financial Independence, Retire Early

What Is Financial Planning and How Does It Help Me in This Stock Market?

Recommended Reading: Rethinking Investing by Charley Ellis

How to Use a 529 Plan to Finance Your Kid’s College Costs

Medicare plan options are confusing. This book may help.

What’s Your Next Chapter? The Time to Plan for It Is Now

3 Questions Your Advisor Should Ask About Aging

Is Indexing Doomed? Not if History Is Any Guide

Roth IRAs Can Transform Your Retirement Planning

Target Date Funds: Smart Investment or Hidden Danger?

What to Know About 529 Accounts Owned by Grandparents & the New FAFSA

Backdoor Roth IRAs Are Promising — and Perilous

What to Do When Your 401(k) Leaves Something to Be Desired

Meet Sonja Breeding

Mastering Financial Independence: A Guide to the FIRE Movement

Does the 4% Withdrawal Rule for Retirees Still Make Sense?

What is the Story of the Last Few Years?

Understanding Equity Compensation - Featured in Construction Outlook

Retire Early

Scott Puritz interviews Charley Ellis on Rethinking Investing

The Rebalance Team is Improving Investing Literacy Across the U.S.

The High Price Retirees Pay for Collecting Social Security Too Early

How It Started/How It's Going - HBS Reunion 2022 - Mitch Tuchman and Scott Puritz

Don’t Give Up on the Stock Market

Are Your 401(k) Plan Costs Average? Or Way Out of Line?

The New Client Experience

It’s Your Money, Take It With You, Dammit!

How To Invest Your Nest Egg?

A Financial Advisor Cares About Your Financial Health

How to Invest in an Overpriced World

U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance

Meet Greg

Meet Mitch Tuchman

The End of Active Investing?

John Bogle: Extend ‘Clients First’ Fiduciary Rule To All Investors

Rebalance joins John Bogle in Launch of ‘Campaign for Investors’

U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance

Scott Puritz Interviewed by PBS Nightly Business Report

The 60/40 stock-and-bond portfolio mix is dead in 2016

The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

U.S. Senators Applaud Rebalance

After Divorce: Build the Financial Future You Want

Meet Sally