Mitch Tuchman

Mitch’s career has spanned the technology and investing industries, overlapping in recent decades. A common thread throughout his career has been his mission to find solutions that will help consumers. In 2012, Mitch and his Harvard Business School colleague Scott Puritz collaborated to develop an innovative investment offering for consumers, completely unique from the commission-based broker model prevalent within the financial services industry. They founded Rebalance to help Americans plan for successful retirements: the firm offers “Ivy League” endowment-style investment advice, top-notch service, transparency, and some of the lowest fees in the industry. Mitch graduated from Boston University with a B.S. and earned his M.B.A. from Harvard Business School. He is a frequent guest on CNBC, PBS/Wealthtrack with Consuelo Mack, and CNN, and is regularly featured in major financial publications, including The New York Times and The Wall Street Journal.

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Smart Investors Take These Five Steps Before Retiring

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Are you confident in your own retirement planning? Probably not, according to new data from the Employee Benefit Research Institute. Just 18% of Americans — less than one in five — say they are “very confident” in their ability to… Continue reading →

 
Illustration of Warren Buffett reading a letter

Warren Buffett’s Most Powerful Life Lesson Has Nothing to Do with Stocks

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Nothing about the news cycle these days is remotely “normal,” which is understandable considering events in Europe. So you probably missed the most recent letter to investors from Warren Buffett. Usually, his annual missive to shareholders in his holding company,… Continue reading →

 

How Rebalance Changed Its Portfolios to Manage Increased Inflation Risk

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Investors of a certain age, almost all, remember the last bout we faced as a country in terms of serious inflation, back in the late 1970s and early 1980s. Those years of rising prices baked into the economy came to… Continue reading →

 
Rebalance's Secret Sauce

The ‘Secret Sauce’ At Rebalance

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Over the past decade or so, a lot of well-meaning investment writers have tried to explain what is “special” or “different” about index investing. After all, American savers have put literally trillions of dollars to work in index funds over… Continue reading →

 
Sharp Rise in 401(k) Lawsuits Now Threatens Small Businesses

Sharp Rise in 401(k) Lawsuits Now Threatens Small Businesses

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A sharp rise in lawsuits over 401(k) retirement plan fees is driving up costs for business owners — and the risks are spreading to small firms, according to legal experts. The cases revolve around who is liable for whether a… Continue reading →

 

The Madness of Stock Picking

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Honestly, how many of you had Baylor University taking the NCAA Men’s basketball tournament, a.k.a March Madness?  Maybe some of you, maybe even a lot. Unless you’re fibbing. But how many of you got every single team right in your… Continue reading →

 

Four Decades After “9-to-5,” Women Deserve Retirement Security

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Like many of you, I am relieved and thrilled to see vaccines against Covid-19 rolling out across the country. It will take a few more months, but every day is a step closer to normal life for millions. It will… Continue reading →

 

Why Business Owners Should Use a 3(38) 401(k) Retirement Plan Adviser

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How would you rate your investment savvy? Many business owners enjoy buying and selling stocks for fun, but few properly account for their true performance over time. Now think about your employees’ 401(k) savings. Are you ready to personally make… Continue reading →

 

Put Money On Tom Brady’s Bucs? Want To Try Your Hand At Investing Now?

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The Super Bowl is behind us. I’d bet not many people expected Tom Brady’s Bucs to deliver the thrashing they ultimately visited upon Patrick Mahomes and Chiefs. It was more than a little unnerving to watch a talented but terrified… Continue reading →