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 story it is! Rebalance was born out of a desire to help investors save and… Continue reading →

Recently, the U.S. Senate held hearings on new rules to make retirement investing safer for all Americans. My partner, Managing Director of Rebalance Scott Puritz, is a nationally recognized authority on retirement investing and was asked to provide the Senate with expert testimony on the subject. Senator Al Franken: Mr. Puritz offers his clients asset… Continue reading →

Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of the range can be easy spending. Who doesn’t want to splurge on fancy coffee or… Continue reading →

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 learn more about the market, investing, and the incredible impact that John Bogle had on… Continue reading →

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) in your account – it’s not entirely far-fetched if you play smart with your investments.… Continue reading →

Twinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp up marketing efforts to promote the next big product everyone must add to their household; in… Continue reading →

Wishing you had put more into a tax-free Roth IRA? You might just get your chance if you aim to hit the Roth IRA “sweet spot.” Roth IRAs are increasingly popular. About a third of retirement investors own them, according to data from the Investment Company Institute. A similar margin of those investors are under… 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 from a few members of our expert advice team – Sally Brandon, Christie Whitney, and… 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 story it is! Rebalance was born out of a desire to help investors save and… Continue reading →