Mitch Tuchman, Managing Director, explains how Rebalance helps clients stay balanced during their annual check up. Continue reading →

Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →

Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading →

Managing Director, Mitch Tuchman, explains what robo-advisors are and how Rebalance is different. Continue reading →

Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading →

Mitch Tuchman, Managing Director of Rebalance, explains how to reduce client fees by 52% using low-cost index funds. Continue reading →

Sally Brandon, Senior Vice President of Client Service & Advice, explains how Rebalance establishes trust by building a rapport with clients. More on taking the emotion out of retirement investing. transcript At Rebalance, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with… Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that rebalancing plays in portfolio management. Continue reading →