In the iconic words of Regis Philbin during his game show hosting duties, “Who wants to be a millionaire?” The better question should be who doesn’t. While it may sound lofty to dream about retiring with 6 zeroes (or more)… Continue reading →

It’s a struggle we often have as parents – the lingering thought of “how will I pay for this?” The this will change throughout your child’s life, but one especially daunting expense is college. Whether your kid is barely walking… Continue reading →

This September marks 10 years since America was hit with a devastating recession that changed the way we approach economics to this day. Michelle Singletary, of The Washington Post, has once again written a very insightful column offering advice and… Continue reading →

Investing can feel challenging and we often just postpone thinking about our savings and investing goals. We hear you! Our Rebalance team wants you to feel comfortable and in-the-know so we are launching a video series where you’ll hear directly… Continue reading →

This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting… Continue reading →

During a recent quarterly market review call, we received the following question from a young man at the University of Texas: How much net worth separates the wealthy from the merely well off? It was a great question, albeit one… Continue reading →

One of my clients, who is an older man, recently told me about a conversation he had with his daughter, who had just gotten married. A wedding is a special time and certainly a threshold toward a new and different… Continue reading →

What are you passionate about? That’s the very question we posed to our Rebalance team in anticipation of the loved-up holiday that is rapidly approaching. While Valentine’s day may traditionally mean chocolates, roses, and pre fixe meals, it also makes… Continue reading →

Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in… Continue reading →