Featured Archive

The Best Father’s Day Gift Ever


Not long ago, I received an unexpected early Father’s Day gift from my older daughter when she returned home for a long weekend visit with mom and dad. Since graduating from college Alyssa had been living in the Chicago area,… Continue reading


A Foolproof, One-Move New Year’s Resolution Anyone Can Make


Every January, a flood of people resolve to lose weight. Then they show up at a nearby gym for the first time ever. By February, everything settles down and the true gym rats are left to grunt in peace. That’s… Continue reading


Rebalance Spotlight: Q & A with Drew Pratt, Vice President of Investment Advice


“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?


National 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


Fidelity 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

Charles Schwab blog

Zero Trading Commission Fees Is A Huge Win For Investors


Schwab 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


In 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?


I’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


In 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

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