Our Blogs

An Appreciation of Yale’s Star Investment Chief, David Swensen
by Scott PuritzThe lives of financial titans can seem otherworldly, replete with the trinkets of absurd wealth that come from commanding personal billions. Then there’s David Swensen, the one-time Wall Streeter who passed up all that and instead focused on something larger… Continue reading

Inflationary Trends: Should We Be Afraid?
by Scott PuritzWill inflation be a real problem in the coming years, or a short-term blip that settles down quickly into steady economic growth? That is the debate among economists and policymakers of all stripes, as recounted by Neil Irwin in this… Continue reading

Survey: Most Americans Have No Clue What Their Retirement Plan Costs
by Scott PuritzDo you know — really know — what you pay for your retirement plan? If you do, consider yourself in the minority. A recent Rebalance poll found that more than half of Americans (57%) believe they pay “no fees” or… Continue reading

The Madness of Stock Picking
by Mitch TuchmanHonestly, how many of you had Baylor University taking the NCAA Men’s basketball tournament, a.k.a March Madness? Maybe some of you, maybe even a lot. Unless you’re fibbing. But how many of you got every single team right in your… Continue reading

How To Survive The Next Few Months As An Investor
by Mitch TuchmanOkay, America, buckle up. You’re going to hear a lot of bad news over the next few months and a lot of good news… and that means stocks could be volatile. I say good news because things are looking up on… Continue reading

Navigating A Zero Commission World
by Scott PuritzMy 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Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model.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

Beware These Stealth Expenses In Retirement Planning
by Sally BrandonThis week is National Retirement Security Week. Have you considered lesser-known expenses such as household replacement costs, relatives in need and required IRA distributions? Often, these are forgotten about until deadlines or needs push us to act. In this piece… Continue reading

We’re Smart, Capable and Amassing Vast Wealth. So, Why Aren’t We Taking Control of Our Finances?
by Sally BrandonI’m guilty. There, I said it. And, it feels great to confess. I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions… Continue reading

4 Concrete Steps For Real Investment Peace of Mind
by Scott PuritzIt 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… Continue reading

Parental Advice: Sharing Lessons about Money with the Next Generation
by Sally BrandonOne 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… Continue reading

Retirement Is Expensive. Here’s What To Do About It.
by Mitch TuchmanYou probably think of your own home as your largest expense in life. Perhaps your kids, if you think of them as expenses. A recent study, in fact, estimated that buying a house and raising a child cost about the… Continue reading

Breaking Up Is Hard to Do…With Your Financial Advisor
by Sally BrandonFiring a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re… Continue reading

Heed Warren Buffett’s Warning: Bitcoin Is Pure FOMO
by Mitch TuchmanTo the surprise of nobody, billionaire investor Warren Buffett isn’t interested in Bitcoin, the electronic currency that has zoomed higher in value over the past few weeks. Bitcoin is a complex idea. Simply put, it’s a virtual currency that is… Continue reading

Five Common Mistakes People Make When Paying for College
by Christie Whitney, CFP®In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school… Continue reading

John Bogle’s Advice On Stocks Proven Again — By Science
by Mitch TuchmanA new study of our innate human biases reinforces the value of diversification when it comes to stock investing. Short version: We just can’t help ourselves when we think we know something. Scientists call this confirmation bias, the unconscious way we… Continue reading

7 Things Most Millennials Don’t Know About Preparing For Retirement
by Sally BrandonRecently, Forbes published an eye-opening article about the challenges that millennials face when saving for retirement. For those in their 20’s or 30’s, retirement may seem a lifetime away; however, that time will approach faster than you can anticipate. Read on… Continue reading

Testosterone Messes With Your Investing Brain
by Mitch TuchmanA landmark 2001 study showed that women outclassed men as investors by nearly 1 percent per year. Now we are coming closer to understanding why: Testosterone interferes with the male investor’s brain. A new study from Caltech, Wharton, Western University… Continue reading

Are Fund Managers Doomed? Making the Case for Passive Investing’s Triumph
by Scott PuritzWhy use index funds? Warren Buffett and Rebalance Investment Committee members Charley Ellis and Burt Malkiel make a convincing argument in this piece for the Wall Street Journal. Continue reading

It’s Your Money, Take It With You, Dammit!
by Scott PuritzOne 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