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 on in their lives and what they need from their retirement investing. Second, every one… 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 out a few things. What is the end result? In other words, what does retirement… 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, we’ll reach out to them by phone and talk to them to make sure that… 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 →

Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. Continue reading →

Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading →

Scott Puritz, Managing Director, describes the type of investor that can benefit the most from working with Rebalance. Continue reading →