If you’ve paid attention to the radio anytime after 1972, it’s hard to avoid Carly Simon’s megahit “You’re So Vain.” The song dresses down a former lover for his egocentricity, always checking himself in the mirror and soaking up the admiration of naive young women. Simon reportedly wrote the song about three men, naming only… Continue reading →

Throughout my professional life I’ve always been a connector, the person who helps people move from feeling uncomfortable and alone to a more stable footing. It started with military families early in my career and continued later, when I directed children’s ministries at the national level. Today, through my work in the financial services field,… Continue reading →

Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in San Jose, CA. Dana’s main concern is that her high school age daughter is learning… Continue reading →

What a journey it has been. I am excited to announce that our firm, Rebalance, has recently reached $500 million in assets under management. We could not have hit this incredible milestone without our wonderful team members, who work tirelessly to help people retire with more, and most importantly, our clients. I would like to… Continue reading →

There’s no better way to get excited about the holiday season than by giving back. You may know Rebalance as an investment firm with a team of individuals passionate about helping hardworking people retire with more. What you may not know, is that our firm members extend that same helpful attitude beyond the workplace, and into… Continue reading →

In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school year ends, summer vacation offers parents and students alike the opportunity to focus on what… Continue reading →

When will the world see its first trillionaire? A British charity estimates that it could happen within 25 years and that it will be none other than Microsoft Founder Bill Gates. Oxfam, the UK world hunger organization, meant to shame the world’s richest with its list of multi-billionaires. Which is odd considering that Gates is a… Continue reading →

Chris Arnold is a reporter with NPR who has a knack for explaining the complexities of investing in simple, plain English. In the ongoing fight for greater consumer protections, NPR produced a segment that highlights the intricacies of the fiduciary rule, and approached me for my “industry insider” opinion. It was my honor to speak about the… Continue reading →

Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results of a “coffee versus retirement” survey, which emphasizes an often talked about point – the need… Continue reading →