News & Insights

Advice & Articles

Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy

Advice & Articles

A Recipe for Doubling Your Stock Returns, Again and Again

Advice & Articles

How Women Can Be More Confident With Investing

Sally Brandon

Advice & Articles

Meet Dan

Advice & Articles

Meet Christie

Advice & Articles

Meet Matt

Advice & Articles

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

Advice & Articles

How to handle concentrated stock positions.

Press & Awards

Get Financially Savvy – and Get Social!

Sonja Breeding CFP®, CCFC

Advice & Articles

Meet Lauren

Press & Awards

It's a Good Time to 'Stock' Up

Burton G. Malkiel

Advice & Articles

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

Matt Jude, CFP®, ECA

Press & Awards

Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack

Advice & Articles

Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”

Press & Awards

Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides

Dan Mavraides

Advice & Articles

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

Dan Mavraides

Advice & Articles

Medicare plan options are confusing. This book may help.

Sonja Breeding CFP®, CCFC

Advice & Articles

What’s Your Next Chapter? The Time To Plan For It Is Now

Dan Mavraides

Advice & Articles

3 Questions Your Advisor Should Ask About Aging

Dan Mavraides

Advice & Articles

Is Indexing Doomed? Not If History Is Any Guide

Dan Mavraides

Press & Awards

A millennial couple who grew their net worth from less than $100K to over $1M share the 'house-hacking' strategy that made it possible

Advice & Articles

Roth IRAs Can Transform Your Retirement Planning

Christie Whitney, CFP®

Advice & Articles

Target Date Funds: Smart Investment or Hidden Danger?

Matt Jude, CFP®, ECA

Advice & Articles

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

Advice & Articles

Backdoor Roth IRAs Are Promising — and Perilous

Sonja Breeding CFP®, CCFC

Press & Awards

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

Advice & Articles

Meet Sonja Breeding

Advice & Articles

Mastering Financial Independence: A Guide to the FIRE Movement

Lauren Simpson

Advice & Articles

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

Advice & Articles

What is the Story of the Last Few Years?

Matt Jude, CFP®, ECA

Press & Awards

Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes

Press & Awards

Rebalance Named Best Financial Advisory Firm By USA Today

Press & Awards

Rebalance Named Top Wealth Manager By Silicon Valley Business Journal

Advice & Articles

Understanding Equity Compensation - Featured in Construction Outlook

Matt Jude, CFP®, ECA

Press & Awards

Rebalance adds dynamic new team member - Matt Jude, CFP®, ECA - enhancing its talent and core competencies

Advice & Articles

Retire Early

Lauren Simpson

Advice & Articles

Scott Puritz interviews Charley Ellis on Rethinking Investing

Press & Awards

Inheritance: Navigating the Complexities

Press & Awards

Should You Refinance Your Mortgage to Pay Off Debt?

Sonja Breeding CFP®, CCFC

Advice & Articles

The High Price Retirees Pay for Collecting Social Security Too Early

Sonja Breeding CFP®, CCFC

Press & Awards

50 Years Later, Burton Malkiel Hasn’t Changed His Views on Indexing

Burton G. Malkiel

Press & Awards

It's Been a Wild Ride for the Stock Market. What is Next?

Advice & Articles

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

Scott Puritz

Advice & Articles

Don’t Give Up on the Stock Market

Press & Awards

A Roth IRA Works Harder for You in Retirement

Advice & Articles

6 Ways Women Can Boost Retirement Savings

Press & Awards

Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee

Press & Awards

National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model

Press & Awards

What Is a Financial Consultant?

Press & Awards

Are Critics Right? Is It Time To Dump Your 401(k) Account?

Press & Awards

Lost Your Job but Still Have a 401(k)? Here’s What to Do With It

Scott Puritz

Advice & Articles

Why Women Deserve A Better Retirement Savings Plan

Advice & Articles

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

Scott Puritz

Advice & Articles

How To Invest Your Nest Egg?

Scott Puritz

Press & Awards

Why it's Important to Remember What We Don't Know About Stocks

Press & Awards

New Safeguards for IRA Rollovers

Press & Awards

Rebalance wins the Schwab Pacesetter IMPACT Award™

Press & Awards

Financial Management After the Loss of a Loved One

Press & Awards

Six Questions to Ask a Financial Adviser About Fees

Advice & Articles

How to Invest in an Overpriced World

Burton G. Malkiel

Press & Awards

Reconsidering Retirement

Advice & Articles

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

Press & Awards

Make sure your retirement savings last as long as you do

Press & Awards

Indexing Beats Wall Street 90% of the Time

Burton G. Malkiel

Advice & Articles

Meet Greg

Advice & Articles

Meet Mitch Tuchman

Mitch Tuchman

Advice & Articles

The End of Active Investing?

Charley Ellis

Press & Awards

Legendary Investment Thought Leader Charles Ellis Encourages Everyday Investors to Join The Index Revolution

Webinars

How Index Investing Can Lead to Above Average Results

Press & Awards

Financial firms embrace all-digital approach to managing retirement assets

Press & Awards

How Retirement Planning for Childless Couples is Different

Sally Brandon

Advice & Articles

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

Mitch Tuchman

Advice & Articles

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

Press & Awards

Thank you for making retirement investing safer for all Americans

Press & Awards

Hidden Mutual Fund Fees That Are Robbing Your Returns

Press & Awards

North Carolina Outward Bound School

Advice & Articles

Scott Puritz Interviewed by PBS Nightly Business Report

Advice & Articles

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

Press & Awards

Rebalance On Bloomberg Radio

Webinars

Rebalance on NPR's Morning Edition

Scott Puritz

Advice & Articles

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

Scott Puritz

Webinars

Malkiel & Tuchman: Retirement Autopilot. PBS Wealthtrack: Full Episode

Burton G. Malkiel

Press & Awards

Breaking Up Is Hard to Do…With Your Financial Adviser

Sally Brandon

Advice & Articles

After Divorce: Build the Financial Future You Want

Sally Brandon

Advice & Articles

Meet Sally

Press & Awards

Why I Joined Rebalance - Charley Ellis

Advice & Articles

Why I Joined Rebalance

Advice & Articles

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

Advice & Articles

Why I Chose Rebalance - Jay Vivian

Press & Awards

How to Pump Up a Roth IRA

Advice & Articles

The Decline and Fall of Fund Managers

Advice & Articles

Putting Kids First Could Kill Your Retirement

Sally Brandon

Advice & Articles

Smart Retirement Investors Rebalance Their Portfolios

Press & Awards

Do Nothing, Make Money

Webinars

Why IBM Moved To Index Investing

Jay Vivian

Press & Awards

Charley Ellis On NPR

Advice & Articles

How Bond Investors Can Avoid Becoming Losers

Burton G. Malkiel

Advice & Articles

How Much Does Your Money Manager Cost You?

Press & Awards

Don’t Miss The Big Change In Portfolio Rebalancing

Press & Awards

3 Investing Rules To Rescue Your Retirement

Advice & Articles

Tony Robbins

Advice & Articles

Winning The Loser’s Game

Advice & Articles

The Elements Of Investing

Advice & Articles

A Random Walk Down Wall Street

Burton G. Malkiel

Press & Awards

Mitch Tuchman On CNN

Mitch Tuchman

Press & Awards

Investment Management Fees Are (Much) Higher Than You Think

Charley Ellis

Press & Awards

Pearls Of Wisdom

Jay Vivian

Press & Awards

Forbes: Do It Yourself Investing

Mitch Tuchman

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?

Thinking With Machines

Why Concerns About an AI Bubble Are Bigger Than Ever

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

Managing the Risks and Taxes of Highly Appreciated Stock

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

Celebrating Excellence: Christie Whitney Named Top Female Advisor 2025

Rebalance Named Top RIA Firm by Forbes

Leavey Executive Center Prepares Financial Planners for Silicon Valley’s Equity Compensation Economy

A Recipe for Doubling Your Stock Returns, Again and Again

How Women Can Be More Confident With Investing

Meet Dan

Meet Christie

Meet Matt

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

How to handle concentrated stock positions.

Get Financially Savvy – and Get Social!

Meet Lauren

It's a Good Time to 'Stock' Up

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

Rebalance’s Charley Ellis on PBS Wealthtrack with Consuelo Mack

Recommended Reading: Rethinking Investing by Charley Ellis

Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”

Rebalance Welcomes Top-Tier Financial Advisor Dan Mavraides

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

A millennial couple who grew their net worth from less than $100K to over $1M share the 'house-hacking' strategy that made it possible

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?

Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes

Rebalance Named Best Financial Advisory Firm By USA Today

Rebalance Named Top Wealth Manager By Silicon Valley Business Journal

Understanding Equity Compensation - Featured in Construction Outlook

Rebalance adds dynamic new team member - Matt Jude, CFP®, ECA - enhancing its talent and core competencies

Retire Early

Scott Puritz interviews Charley Ellis on Rethinking Investing

Inheritance: Navigating the Complexities

Should You Refinance Your Mortgage to Pay Off Debt?

The High Price Retirees Pay for Collecting Social Security Too Early

50 Years Later, Burton Malkiel Hasn’t Changed His Views on Indexing

It's Been a Wild Ride for the Stock Market. What is Next?

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

Don’t Give Up on the Stock Market

A Roth IRA Works Harder for You in Retirement

6 Ways Women Can Boost Retirement Savings

Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee

National Geographic Society Announces Two New Appointments To Strengthen Its Innovative Business Model

What Is a Financial Consultant?

Are Critics Right? Is It Time To Dump Your 401(k) Account?

Lost Your Job but Still Have a 401(k)? Here’s What to Do With It

Why Women Deserve A Better Retirement Savings Plan

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

How To Invest Your Nest Egg?

Why it's Important to Remember What We Don't Know About Stocks

New Safeguards for IRA Rollovers

Rebalance wins the Schwab Pacesetter IMPACT Award™

Financial Management After the Loss of a Loved One

Six Questions to Ask a Financial Adviser About Fees

How to Invest in an Overpriced World

Reconsidering Retirement

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

Make sure your retirement savings last as long as you do

Indexing Beats Wall Street 90% of the Time

Meet Greg