The word is out! NPR, PBS, CNBC, Fox, the U.S. Senate and many others agree with the Rebalance approach to retirement investing. Continue reading →

Rebalance’s Managing Director Scott Puritz is featured in this U.S. Dept. of Labor video on retirement investing “best practices”. Continue reading →

Sally Brandon, Vice President of Client Services, explains why it’s usually better to finance your retirement instead of your kids’ needs, such as a saving for college. More on kids and retirement priorities. transcript I think it’s an interesting thing that… Continue reading →

Managing Director Scott Puritz shares how Rebalance builds trust with clients.  More on how Rebalance provides clients with peace of mind. transcript We build trust with our clients first and foremost by listening to them and fully understanding what’s going… Continue reading →

Mitch Tuchman, Managing Director, describes the initial interview that every client has when they first sit down with their financial advisor.  More on the Rebalance approach to retirement investing. transcript In our initial interview with a client, we’re trying to figure… Continue reading →

Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance,… Continue reading →

Managing Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading →

Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading →

Scott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading →