The Truth About Annuities in the SECURE Act


Our very own Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells The Philadelphia Inquirer how annuities can be both good and bad for everyday investors. SECURE Act, signed by President, a game-changer for retirement plans by Erin Arvedlund… Continue reading


Navigating A Zero Commission World


My business partner Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model. How to make the most of a… Continue reading


Rebalance Spotlight: Q & A with Drew Pratt, Vice President of Investment Advice


“I want to help people do the right thing and to be at ease” Drew Pratt is the latest addition to the Rebalance team. As Vice President for Investment Advice, Pratt will contribute to the firm’s wealth management practice while… Continue reading


Inheriting A Windfall? A Cautious, Financial Plan Is Best.


The average American inheritance is approximately $177,000, according to a recent industry survey, yet seven in 10 people who inherit a large amount of money will lose it all in a few years, according to the National Endowment for Financial… Continue reading


Fidelity Investments Announces the Elimination of Trading Commissions


Fidelity Investments announced today the elimination of commission fees for online trading of stocks, options and ETFs. In this piece for The Wall Street Journal, journalist Justin Baer reports on this announcement after Schwab announced a similar strategy last week.… Continue reading


Rebalance Clients Remain Unaffected While Consolidation of Wealth Advisory Firms Sweeps Through the Industry


In this piece for The New York Times, journalist Paul Sullivan reports on the current consolidation trend that is impacting wealth advisory firms nationwide and ultimately how this development impacts clients. Wealth Advisory Firms Are Merging, but What’s in It… Continue reading

Trump Moving To Delay Rule That Protects Workers From Bad Financial Advice

NPR Reporting On The Fight To Make Retirement Investing Safer


Chris Arnold is a reporter with NPR who has a knack for explaining the complexities of investing in simple, plain English. In the ongoing fight for greater consumer protections, NPR produced a segment that highlights the intricacies of the fiduciary rule, and… Continue reading

Retirement saving for freelancers and contractors

Retirement Planning – Freelancers Have A Secret Weapon, The Solo 401(K)


An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be… Continue reading


All the Ways You Can Mess Up Your 401(k)


Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading

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