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 for investment industry reform and consumer safety. Watch this video to learn more about the… Continue reading →

I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I represented the side of “passive” or index investing, speaking to the potentially harmful drawbacks of… Continue reading →

A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule, it was meant to protect the millions of Americans who rely on a financial advisor… Continue reading →

Do you know how long you will live? Do you have enough money to make it? What does it take to reduce financial anxiety over retirement, once and for all? Sorry to be so blunt. Those are indeed scary questions. In fact, a recent survey by the Allianz insurance company found that 82% of respondents… Continue reading →

It turns out that the wealth management secrets of the Ivy League aren’t what they’re cracked up to be. Bill Abt, a former beer company executive, got 6.2% returns on a portfolio he manages for Carthage College in Kenosha, Wis. Over the same 10-year period, Harvard’s massive $37 billion endowment returned 4.4%. Yet Abt costs… Continue reading →

It was Dr. Martin Luther King who said “the arc of the moral universe is long, but it bends toward justice.” Weighty words indeed, but they feel apropos of the back-and-forth we see in Washington over a rule meant to protect investors from unscrupulous financial advisors. To catch you up, the Obama administration was on… Continue reading →

What a journey it has been. I am excited to announce that our firm, Rebalance, has recently reached $500 million in assets under management. We could not have hit this incredible milestone without our wonderful team members, who work tirelessly to help people retire with more, and most importantly, our clients. I would like to… Continue reading →

There’s no better way to get excited about the holiday season than by giving back. You may know Rebalance as an investment firm with a team of individuals passionate about helping hardworking people retire with more. What you may not know, is that our firm members extend that same helpful attitude beyond the workplace, and into… Continue reading →

North Carolina Outward Bound School (NCOBS) is not just a group I give charity to— it is an integral part of my life. As an avid outdoorsman, I find the core values of Outward Bound especially appealing. But it is their tremendous work with young people that motivated me to support NCOBS in a more hands-on role.… Continue reading →