Featured Archive

education investing

A Financial Checklist for Your Newly Minted High School Graduate

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Do you have a teenager who is about to head off to college, or a young adult in your life digging into the start of their working lives? “Real world” financial matters, such as budgeting, banking, and health insurance, can… Continue reading

 

What’s New? Even Lower Investing Costs For Our Clients

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The late, great John Bogle put it best, and simplest, when he said, “Fees matter.” We take those words seriously at Rebalance. We should, since several members of our all-star Investment Committee are longtime colleagues of the Vanguard Group founder.… Continue reading

 
James Holzhauer blog image

What Investors Can Learn From ‘Jeopardy’ Phenom James Holzhauer

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“Jeopardy James” Holzhauer finally lost on Monday, June 3 2019, ending his 32-game winning streak just $58,484 shy of Ken Jennings’ all time money prize record. He took home $2.4 million in any case, losing the “Jeopardy” throne to a… Continue reading

 

Rebalance’s Investment Committee: Investing’s Brightest Minds At Your Service

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Every year, billionaire investment icon Warren Buffett auctions off lunch with him to anyone willing to write a big check to charity. Last June, someone paid an astounding $3.3 million for the privilege of having lunch with him. Imagine sitting… Continue reading

 
tax refunds

Got a Tax Refund? Here’s What You Should Do With It

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Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of… Continue reading

 
401k retirement

The Basics of 401(k) Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and… Continue reading

 
John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

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I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading

 
Suze Orman

Suze Orman Thinks You Need At Least $5 Million To Retire

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As any Suze Orman fan will tell you, it’s well documented that the majority of Americans don’t save enough for retirement. I won’t repeat the litany of stats here. It’s depressing enough. But I will suggest that there is something… Continue reading

 
financial planning

Financial Planning Is About Freedom From Worry

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I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer… Continue reading

 
    

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