Blog

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →

One of the more interesting reactions to the Rebalance approach is hearing the ideas people have of “passive” investing and “market” returns, especially investors who still believe in market timing. “Oh, I would never be a passive investor. There is… Continue reading →

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 →

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 →