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 a central role leading the firm’s Investment Committee and helping to design and monitor the… Continue reading →

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 →

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 visionary leadership, operational excellence and innovative use of technology. Members of our team received the… Continue reading →

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 a central role leading the firm’s Investment Committee and helping to design and monitor the… Continue reading →

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 pleasure of participating in the Institute for the Fiduciary Standard’s “Campaign for Investors” launch. As a… Continue reading →

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. One is Burton Malkiel, Princeton professor and author the investing classic A Random Walk Down… Continue reading →

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 with an investing icon for a whole hour, him open to any investing question you… Continue reading →

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, we advocate for a thoughtfully structured portfolio process. Our mantra at Rebalance is “portfolio indexing,”… Continue reading →

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 of investing. Please read this brief appreciation of Bogle’s life. We remain indebted to Bogle’s… Continue reading →