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Scott Puritz
Inflationary Trends: Should We Be Afraid?

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Will 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

Scott Puritz
Survey: Most Americans Have No Clue What Their Retirement Plan Costs

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Do 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

Amanda Thurman
Despite COVID-19 Related Economic Uncertainty, Retirement Balances Hit Record Levels in 2020

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Retirement account balances hit record levels in Q4 2020, according to a recent survey released by Fidelity. More good news: one-third of 401(k) savers increased their savings rate in 2020, while contribution rates for women in 401(k), 403(b) and IRA… Continue reading

The Madness of Stock Picking

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Honestly, 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

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Okay, 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

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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Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model.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

 

Beware These Stealth Expenses In Retirement Planning

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This 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?

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I’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

 
investment steps

4 Concrete Steps For Real Investment Peace of Mind

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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… Continue reading

 
Money lessons

Parental Advice: Sharing Lessons about Money with the Next Generation

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One 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 cost

Retirement Is Expensive. Here’s What To Do About It.

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You 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

 
How to find a new financial advisor

Breaking Up Is Hard to Do…With Your Financial Advisor

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Firing 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

 
bitcoin buffett

Heed Warren Buffett’s Warning: Bitcoin Is Pure FOMO

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To 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

 
Wall Street Journal Paying for College

Five Common Mistakes People Make When Paying for College

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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

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A 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

 
millennial retirement

7 Things Most Millennials Don’t Know About Preparing For Retirement

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Recently, 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

 
male testosterone investment

Testosterone Messes With Your Investing Brain

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A 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? Warren Buffett Advice

Are Fund Managers Doomed? Making the Case for Passive Investing’s Triumph

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Why 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

 
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

 

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