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Kathleen Kalu-Anderson
How To Start The Family Money Talk

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It’s the holiday season and that often means families are gathering together from far and wide. These holiday gatherings might be the perfect opportunity to have a family money discussion that helps to lay the groundwork for conversations. This Kiplinger’s… Continue reading

Christie Whitney
5 Smart Investment Moves for Entrepreneurs

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In light of National Entrepreneurs’ Day recently, we at Rebalance salute all entrepreneurs for their innovation, creativity and hard work.  For those who are self-employed, consider the following  must-do investment moves. In this Entrepreneur Magazine article, contributor John Boitnott recommends… Continue reading

Scott Puritz
Rebalance Spotlight: Q & A with Drew Pratt, Vice President of Investment Advice

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“I want to help people do the right thing and to be at ease” Drew Pratt is the latest addition to the Rebalance team. As Vice President for Investment Advice, Pratt will contribute to the firm’s wealth management practice while… Continue reading

financial advice daughter

Mitch Tuchman
The Financial Advice I Give My Daughter

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You’re probably thinking: Isn’t it the same thing you tell your sons? Of course it is. The point is not that women need different guidance. Rather, women need guidance that too often is not given to them. As a financial… 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Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model.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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