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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Stock picking is a game of chance

Stock Pickers Along The Carnival Midway

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Who doesn’t love a county fair? The crazy collection of sights, sounds and smells. Sickeningly sweet fried treats, sizzling meat and candied popcorn fill the air. No, it’s not the kind of place you go regularly or even every year, but drifting down the midway once in a while is a neat trip down memory lane… Continue reading →

 
Invest like a millionaire without paying high prices

Mitch Tuchman: What Is The Mission Of Rebalance?

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Mitch Tuchman, Managing Director of Rebalance, on taking the stress out of retirement investing. More on what makes Rebalance different. transcript The mission of Rebalance is very simple — to help people fund their retirement and it’s to help people get on a path to be financially secure or if they’re already financially secure, to make sure that they… Continue reading →

 
Financial planning gives you a sense of control over life

Retire With More Radio Show

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This week on the Retire With More Show we had a very special guest, our in-house expert when it comes to developing and maintaining strong and personal client relationships, Sally Brandon. Sally Brandon is the VP of Client Services at Rebalance. She has spoken to thousands and thousands of clients about retirement and how to invest.… Continue reading →

 
How much money you will need to retire

Retire With More Radio Show

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This week on the Retire With More Show, we had a very special guest, personal finance journalist at Money Magazine, Donna Rosato. With two million subscribers, Money Magazine remains the largest personal finance magazine in the United States. Donna is regularly on CNN and MSNBC and I’ve seen her on The Today Show, CBS This Morning,… Continue reading →

 
Five ways to overcome retirement investing risks

Retire With More Radio Show

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This week on the Retire With More Show, we were very fortunate to have one of the top personal finance writers in America join us on KKSF Talk 910 — none other than Jonathan Clements, one of my idols in the personal finance business and a person whose perspective is second to none. Jonathan has… Continue reading →

 
A monkey throwing darts can beat the stock market: Burt Malkiel

Retire With More Radio Show

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As some of you may be aware, for the next 10 weeks, every Saturday at 9 AM PT, I will be coming to you live on a new radio show called “Retire With More,” hosted by KKSF’s Talk 910 John Rothmann. The show covers many aspects of retirement investing. Our goal is to help you make… Continue reading →

 
White House Leak: Stock Broker Conflicts Cost Americans Billions

White House Leak: Stock Broker Conflicts Cost Americans Billions

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You know you pay stock brokers too much for investment advice. That’s a given. But can we put a number on the cost of their often-conflicted advice? Try this on for size: Up to $17 billion a year, according a White House memo leaked to the press. The “conflict” comes in when stock brokers give… Continue reading →

 
Jim Cramer: Funds Are Fee-Collecting Machines

Jim Cramer: Funds Are Fee-Collecting Machines

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Mad Money host Jim Cramer, best known for offering stock tips on cable TV, is quickly becoming famous for taking what would seem for him a contrarian viewpoint — that investors should avoid stock-picking mutual funds like the plague. Actively managed funds are in one business and one business only, Cramer argues. They must grow… Continue reading →

 
Long-term investment best practices for retirement

What Is The Difference Between Rebalance And Conventional Brokers?

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Mitch Tuchman, Managing Director of Rebalance, on understanding why conflict-free investing matters to you. Continue reading →