Your 401(k) costs you far too much money

It’s Your Money, Take It With You, Dammit!

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One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading

 

Rebalance wins the Schwab Pacesetter IMPACT Award™

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Every year, Charles Schwab & Co., Inc. and a panel of independent judges – all leaders in financial services – recognize firms that have made the greatest impact on the financial industry. Rebalance was awarded the prestigious Pacesetter award for… Continue reading

 
Burt Malkiel on which investment do best over time

Rebalance Featured On PBS Finance Show Wealthtrack

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Consuelo Mack is a long time fan of Professor Burton Malkiel and Dr. Charles Ellis. In fact, she had both of them on her show several times.  So naturally, she was intrigued when Burt and Charley joined the Rebalance team and took… Continue reading

 

Meeting Index Fund Creator John Bogle

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Rebalance Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’ This week, I had the distinct… Continue reading

 

What’s New? Even Lower Investing Costs For Our Clients

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The late, great John Bogle put it best, and simplest, when he said, “Fees matter.” We take those words seriously at Rebalance. We should, since several members of our all-star Investment Committee are longtime colleagues of the Vanguard Group founder.… Continue reading

 

Rebalance’s Investment Committee: Investing’s Brightest Minds At Your Service

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Every year, billionaire investment icon Warren Buffett auctions off lunch with him to anyone willing to write a big check to charity. Last June, someone paid an astounding $3.3 million for the privilege of having lunch with him. Imagine sitting… Continue reading

 
index funds

Passive Investing Is Active In All The Right Ways

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There are plenty of buzzwords in the investing world, few of them more debated than the idea of active vs. passive investing. Passive doesn’t not necessarily mean “do nothing.” After all, doing nothing would mean not investing at all! Rather,… Continue reading

 
John Bogle

Build A Statue For John Bogle? Here’s A Better Idea

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My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading

 
John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

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I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading

 
    

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