Videos Archive

The word is out!
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

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

Saving For College Vs. Retirement
by Sally BrandonSally 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

How Does Rebalance Build Trust With Its Clients?
by Scott PuritzManaging 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

What Should I Expect In My Initial Interview With My Rebalance Advisor?
by Mitch TuchmanMitch 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

How Do You Stay In Touch With Clients At Rebalance?
by Sally BrandonSally 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

Why Is Retirement Investing So Emotional?
by Mitch TuchmanManaging Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading

What If I Have A 401(K) Plan With My Current Employer?
by Sally BrandonSally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading

Why Did You Co-Found Rebalance?
by Scott PuritzScott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading