Blog Archive

The Rebalance Team is Driving Investing Literacy Across the U.S.

The Rebalance Team is Improving Investing Literacy Across the U.S.


In February the Rebalance team was able to illustrate our dedication to inhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike.… Continue reading


The High Price Retirees Pay for Collecting Social Security Too Early

A lot of money can be left on the table when retirees collect Social Security too early. Read on about a recent study that illustrates why it pays to wait. Source: The Wall Street Journal Feb. 18, 2023. The High… Continue reading


Your 401(k) Plan Should Come with an Advisor. Here is Why.


Recently, we wrote about what we consider best practice for our clients in terms of 401(k) plan design, such as offering a Roth 401(k), the advantages of a Safe Harbor design, and more. For small businesses, however, there is another… Continue reading


Many Banks Pay High Rates on Savings. So Why Aren’t You Moving Your Money?

If you are keeping a good amount of spare cash in a basic savings account at a big bank, you are missing out. After paying paltry rates for years, short-term interest rates have risen dramatically, and moving your money could… Continue reading


What You Need to Know for the 2023 Tax Season


The 2023 tax season has evolved back to pre-pandemic times, sans any stimulus payments and pandemic tax breaks. The maximum amount that one can save in workplace retirement accounts has gone up… and tax brackets have changed. See below for… Continue reading

Illustration by Till Lauer for The New York Times

A New Option for Moving Retirement Savings When Switching Jobs

If you have a workplace 401(k) and you are changing jobs, there is good news. Several new solutions can facilitate transferring workplace retirement accounts to a new job. Source: The New York Times Published Feb. 10, 2023. A New Option… Continue reading

Illustration by Angelica Alzona

Value Stocks? Growth Stocks? Markets Last Year Turned Everything Topsy-Turvy.

Stocks have been topsy-turvy over the past year; this NYT article outlines an investment strategy to avoid volatility pitfalls. Check out the last four paragraphs of this article to see how their recommendations match the Rebalance investment philosophy. Source: The… Continue reading


May I Speak to a Human, Please?

There is no question that having a personal connection to a financial adviser is invaluable, especially during market volatility. Robo-advisers may soon fall extinct, replaced by hybrid models that include the human, personal touch that so many investors crave today.… Continue reading


‘Green’ Funds Cost Three Times More Than You Think

When it comes to the latest investing trend, ESG funds, there is not much that differentiates them from index funds. You might be surprised to know that ESG funds have considerably higher fees – up to three times more expensive.… Continue reading