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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If Your Small Business 401(k) Is More Than a Year Old, Time to Take a Hard Look

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Running a business is tough even in normal times, and 2020 was far from normal.  Nevertheless, over the coming months things should slowly return to at least semi-normal. The routine of making payroll and keeping the books will return, too.… Continue reading →

 

Vegas In Your Palm: Avoid The Robinhood Trading Trap

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One of the more successful tech startups on Wall Street these days is Robinhood, a phone app that allows inexperienced investors to jump into stock trading. The come-on is that the trades are free. Naturally, there is no free lunch… Continue reading →

 

Your Retirement: A Hard Look At Preferred Stock For Income

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One of the most challenging aspects of managing money in the past few years has been extraordinarily low yields from government bonds — bordering on zero and even negative when you consider inflation. Given that bonds make up a large… Continue reading →

 

How To Survive The Next Few Months As An Investor

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Okay, America, buckle up. You’re going to hear a lot of bad news over the next few months and a lot of good news… and that means stocks could be volatile. I say good news because things are looking up on… Continue reading →

 

For Investors, These Two Things Matter More Than The Election

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Election Day is finally here. As Americans jam the polls in record numbers, both political parties are pulling out the stops to convince voters that nothing is assured either way and that the race is wide open. That has investors… Continue reading →

 

SCOTUS Hearings Bring Political Heat, Not Much Light for Investors

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Hearings on the nomination of Amy Coney Barrett, President Trump’s choice to replace the late Supreme Court Justice Ruth Bader Ginsburg, are under way. Whatever your political opinion of the nominee, you can bet that in the meantime nothing else… Continue reading →

 

The COVID Grind Is Unbearable, But It’s Not Forever

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When will life be “normal” again? Will it ever? These are reasonable questions considering the impact that the pandemic has had on virtually everyone on the planet. Many have died, many more are sick, and millions are out of work… Continue reading →

 

The Danger In The Market Right Now Is…You

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Take a few minutes to peruse the financial news online or tune into cable TV and you might end up with the investor equivalent of whiplash. Some stocks zoom to nosebleed highs, even as the economy unloads one bad headline… Continue reading →

 

Can’t Drive 55? Good Luck Retiring On Time — And In One Piece

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Those of us a certain age remember the mid-1980s rock anthem “I Can’t Drive 55,” by Sammy Hagar. It’s a funny, ridiculous song, coming out about a decade after the country established a nationwide maximum speed limit of 55 mph… Continue reading →