Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not.
A Financial Advisor Cares About Your Financial Health
Tag: Certified Financial Planning
Reconsidering Retirement
Two Alumni on a mission to help clients invest smarter
U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
Make sure your retirement savings last as long as you do
Rebalance‘s Scott Puritz speaks to Tim Grant at the Pittsburgh Post Gazette about the problematic nature of target date funds, and why many investors would benefit to take a less conservative investment route.
Hidden Mutual Fund Fees That Are Robbing Your Returns
Mitch Tuchman speaks with U.S. News about how 1% mutual fund fees can actually add up to much more.
Scott Puritz Interviewed by PBS Nightly Business Report
Sue Herera of PBS Nightly Business Report interviews Scott Puritz of Rebalance about why the classic 60/40 formula for investing (stocks/bonds) no longer applies and is, in fact, actually dangerous for your savings.
The 60/40 stock-and-bond portfolio mix is dead in 2016
Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
Don’t Be Too Generous With College Money: One Financial Adviser’s Story
Rebalance Vice President Sally Brandon writes in Money Magazine about the importance of striking a balance between saving for retirement and your children’s college money.
Finding Investment Advice For More Modest Retirement Accounts
If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you.
