Our 3 Favorite John Bogle Books


The recent loss of investing giant and Vanguard founder, John Bogle, got us to thinking about the many books he wrote and which ones meant the most to us. Here are our top 3 favorites to help inspire you to… Continue reading

Money Resolutions

5 Resolutions that Could Help You Retire a Millionaire (But Still Enjoy the Champagne)


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

College payment

Your Child Probably Won’t Get a Full Ride to College


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

2008 recession

Lessons learned 10 years after the financial crisis


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

Female financial advisors

Introducing: The Money Motivation Video Series


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


An Entrepreneur’s Guide to Financial Success


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

Investing q&a

Q & A: What Separates the Wealthy from the Well Off?


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

Money lessons

Parental Advice: Sharing Lessons about Money with the Next Generation


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

Valentine's Graphic

How Our Rebalance Team Spreads The Love


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


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