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 that’s highly subjective. I think of somebody wealthy as having enough assets put away and… 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 life. Parents often try to impart one last bit of wisdom before their children fully… Continue reading →

Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just the right moment. But first, let me tell you a little bit about my personal… 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 a good excuse to reflect on what makes you tick, what makes you wake up… 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 San Jose, CA. Dana’s main concern is that her high school age daughter is learning… Continue reading →

Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results of a “coffee versus retirement” survey, which emphasizes an often talked about point – the need… Continue reading →

Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →

Sally Brandon, Vice President of Client Services, explains why it’s usually better to finance your retirement instead of your kids’ needs, such as a saving for college. More on kids and retirement priorities. transcript I think it’s an interesting thing that I’m having to deal with personally right now. I have a son that’s a senior… Continue reading →

You’re a recent college graduate. Now that you’ve started your first job, you’re probably wondering how to spend some of that new salary. A vacation? A car? Maybe you should be thinking instead about saving for retirement. That’s right. It’s time to put money away — ideally 10% to 20% of your annual take-home pay… Continue reading →