
Suze Orman Thinks You Need At Least $5 Million To Retire
by Mitch TuchmanAs any Suze Orman fan will tell you, it’s well documented that the majority of Americans don’t save enough for retirement. I won’t repeat the litany of stats here. It’s depressing enough. But I will suggest that there is something… Continue reading

Shark Tank’s Robert Herjavec: College Is Not Necessarily the Answer
by Mitch TuchmanRemember your college days? Football games, late nights studying, parties and fun — the American college experience is unique and, for many, a transformative period. You get to play at adult responsibilities like showing up and caring for yourself, but… Continue reading

Shark Barbara Corcoran Says ‘Act Like A Man,’ But Not When Investing
by Mitch TuchmanWho’s to blame for the obvious and ultimately fixable gender gap in pay? “Shark Tank” star Barbara Corcoran lays at some of it at the feed of women themselves. “Women should pretend they’re a man, because men do negotiate better,” Corcoran… Continue reading

Markets Are Volatile, So What Should Investors Do?
by Mitch TuchmanFor most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a… Continue reading

Why Shark Tank’s ‘Mr. Wonderful’ Doesn’t Want A Car
by Mitch TuchmanThink for a minute about all the things you spend money on day to day: Food, housing, a car, clothes, utilities, entertainment, and so on. You probably think of all of these things as essentials and mostly that’s right. Everyone… Continue reading

The Life Event that Sparked an Investment Revolution
by Mitch TuchmanRecently, I sat down with Ed Melick at Grace in 30, a radio broadcast out on WERA-LP Arlington, to discuss the life-changing event that motivated me to cultivate a business centered on better investing. Grace in 30 summarizes my experience thusly:… Continue reading

Wargaming The ‘Stock Picker’s Market,’ According To Morningstar
by Mitch TuchmanCharley Ellis, one of the members of our esteemed Investment Committee here at Rebalance, once explained that beating the market used to be easy — so easy that anybody paying attention could probably do it. It truly was a “stock… Continue reading

What Do You Really Need In A Financial Advisor?
by Mitch TuchmanAsk 100 people what they want from a financial advisor and nearly all would say, “Um, advice?” Too bad that’s not what most financial advisors do. In fact, most are not even qualified to give advice. Sure, they take exams… Continue reading

Here’s What Shark Tank’s Mark Cuban Calls the Key To Smart Investing
by Mitch TuchmanYou’ve probably read a lot recently about 401k millionaires. Ordinary people who saved money over decades now are ready to retire with ease. Smart investing? Usually, no. In fact, most of the people who are now rich thanks to 401k… Continue reading