Sally Brandon
Everything You Need To Know About the CARES & SECURE Acts


As we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters.… Continue reading

Mitch Tuchman
5 Ways Investors Can Stay Calm As Coronavirus Fears Worry Markets


The coronavirus pandemic has led to significant short-term volatility in the financial markets. In an effort to help Rebalance clients make the best possible decisions about their portfolios, Rebalance Chief Investment Office Mitch Tuchman recently led a live presentation on… Continue reading

Scott Puritz
Stock Market Jitters? Breathe Calmly and Do This.


Recent stock market turbulence is creating understandable turmoil and anxiety for investors. Famed New York Times columnist Ron Lieber imparts timely and sage advice by reminding investors to stay calm, ignore predictions and seek perspective. Freaked Out by the Stock Market?… Continue reading

Christie Whitney
The Importance of Funding Your Child’s 529 During Stock Market Unrest


While we grapple with uncertain times and stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund. Find out the importance of regular 529 contributions, even during an uneasy economic… Continue reading

Navigating A Zero Commission World


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Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model.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


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?


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


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


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.


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


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


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


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


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


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


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


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!


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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