How a new rule will save millions for American retirees

U.S. Senators Applaud Rebalance


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… Continue reading

education investing

A Financial Checklist for Your Newly Minted High School Graduate


Do you have a teenager who is about to head off to college, or a young adult in your life digging into the start of their working lives? “Real world” financial matters, such as budgeting, banking, and health insurance, can… Continue reading


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

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