Video and Radio
We wrote the book on retiring with more
Rule Protecting Retirement Savings Goes into Effect
Starting June 9, a new rule goes into effect that raises the standards for investment advisers. The Department of Labor’s fiduciary rule, as it’s known, simply says investment managers have to put the best interest of their clients first. “There is a whole segment of the retirement industry who currently only have to adhere to… Continue reading
PBS Wealthtrack Showcases Rebalance
PBS showcases Rebalance on the award-winning finance show WEALTHTRACK. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices. Continue reading
Rebalance on NPR’s Morning Edition
Rebalance Managing Director Scott Puritz, and firm client Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance is transforming retirement investment through its unique combination of world-class financial experts and productivity-enhancing technology. Continue reading
