Featured Archive

Rebalance Spotlight: Q & A with Drew Pratt, Vice President of Investment Advice
by Scott Puritz“I want to help people do the right thing and to be at ease” Drew Pratt is the latest addition to the Rebalance team. As Vice President for Investment Advice, Pratt will contribute to the firm’s wealth management practice while… Continue reading

National Savings Day is Oct. 12. Are you saving enough?
by Kathleen Kalu-AndersonNational Savings Day was October 12 and according to this Money Magazine article, the number of 401(k) millionaires saving for retirement reached an all-time high. Do You Have $1 Million in Your 401(k) Yet? The Number of People Who Do… Continue reading

Fidelity Investments Announces the Elimination of Trading Commissions
by Scott PuritzFidelity Investments announced today the elimination of commission fees for online trading of stocks, options and ETFs. In this piece for The Wall Street Journal, journalist Justin Baer reports on this announcement after Schwab announced a similar strategy last week.… Continue reading

Zero Trading Commission Fees Is A Huge Win For Investors
by Mitch TuchmanSchwab announced on Tuesday the elimination of commission fees. Customers can now trade stocks and exchange-traded funds for free. This development marks a significant day in Wall Street history. With the elimination of trading commission fees, it seems the retirement… Continue reading

Straight Answers About Annuity Risk
by Mitch TuchmanIn this piece for The Philadelphia Inquirer, journalist Erin Arvedlund reports on whether or not there is a direct correlation between a recession and stock market drop. In addition, Erin Arvedlund reminds investors the impending SECURE Act of 2019 goes… Continue reading

We’re Smart, Capable and Amassing Vast Wealth. So, Why Aren’t We Taking Control of Our Finances?
by Megan RummlerI’m guilty. There, I said it. And, it feels great to confess. I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions… Continue reading

Identifying Another Gulf for Women: Financial Literacy
by Sally BrandonIn this piece for the Wall Street Journal, journalist Lauren Silva Laughlin reports on the modern gender gap that exists today for many women around financial literacy. At Rebalance, our firm is proud to be a female-majority team, and we… Continue reading

Shareholder Value Is No Longer Everything, Top C.E.O.s Say
by Mitch TuchmanIn this piece for the New York Times, authors David Gelles and David Yaffe-Bellany assert that America’s top CEOs are redefining the role of business. By promising to invest more in their employees and the country beyond shareholder interests, top-tier CEOs are… Continue reading

Women can — and should — take charge of their personal finances
by Christie WhitneyIn her column for the Washington Post, Michelle Singletary regularly calls on women to take charge of their finances. And she has a valid point in doing so. Women are statistically going to be the sole money manager of their… Continue reading