“Kristi Craig brings a unique and fresh perspective to the Rebalance Investment Committee,” said Professor Malkiel. “She has experience working in an endowment, for the government, and with small businesses. As such, she can look at situations from multiple viewpoints and provide a fresh perspective that will benefit not only the Rebalance Investment Committee, but… Read more »
Chief Investment Officer Kristi Craig and Vice President, Business Development Tony Luckett To Join the Nonprofit In Newly Created Roles WASHINGTON, D.C., Jan. 31, 2022 — The National Geographic Society today named Kristi Craig as Chief Investment Officer and Tony Luckett as Vice President of Business Development. Both newly created roles speak to the National… Read more »
Rebalance’s Sally Brandon talks to U.S. News about the difference between a financial consultant and a fiduciary, and emphasizes the importance of having a highly credentialed expert at the helm of your finances.
How expensive is your 401(k) plan? Rebalance’s Scott Puritz talks to Investor’s Business Daily about the average fees in an employer sponsored 401(k) plan, and how you can save on cost.
By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
A stronger 401(k) helps women address retirement challenges with the guidance and confidence needed to build lasting security.
Here’s my take on that notion: don’t leave your 401(k) retirement money stranded with an old employer.
Washington Post business reporter Tom Heath profiles Managing Director Scott Puritz, the Rebalance success story, and the firm’s focus on making investing less expensive and more pro-consumer.
By Thomas Heath Rebalance Investment Committee member, Professor Burt Malkiel, speaks candidly to Washington Post columnist Thomas Heath about the state of today’s stock market, and the importance of a well-diversified portfolio with annual rebalancing. The nosebleed heights of today’s stock prices have me, like many other investors, a bit on edge. Have equities become too… Read more »
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, weighs in on the new Biden administration proposal.
