Featured Archive

Shareholder Value Is No Longer Everything, Top C.E.O.s Say

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In 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 investing

Women can — and should — take charge of their personal finances

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In 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

 

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

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Author and personal-finance guru Suze Orman ruffled a lot of feathers in a recent podcast, saying that people need $5 million — maybe even $10 million — in order to retire. Orman was responding to a question about the “financial… 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

 

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

 
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

 
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

 
Jason Zweig Investments

Have I Got a Fund For You! Why Brokers Push Some Investments

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Buyer Beware! Efforts to make investing safer and more transparent for all Americans are being vigorously resisted by big Wall Street banks such as Morgan Stanley, Merrill Lynch, Wells Fargo, JP Morgan and UBS. Unfortunately, these firms have anti-consumer business… Continue reading

 
    
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