While it is being presented as the “hot” new thing, private equity may not be the best investment for your 401(k). Private Equity Is Coming to Your 401(k). Should You Buy In? By Randall Smith, Oct. 05, 2025 With private-equity funds on their way into workplace retirement plans, savers face a choice that matters: Are… Continue reading →

This has been our message all along: instead of chasing “what is working now” like the talking heads, you need to allocate strategically, to rebalance routinely, and to think long-term! When Boring Became Beautiful for Stock-Market Investors By Allan Sloan, Sept. 23, 2025 Boring can be beautiful—and, it turns out, bountiful. That’s certainly the case when it… Continue reading →

Money leftover in a 529 College Savings Plan? If yes, check out the new rules established by SECURE 2.0 529 Funds and a Roth IRA: How to Use One to Jumpstart the Other By Erin Bendig, Sept. 08, 2025 Wondering what to do with the cash locked away in your 529 plan? You may not… Continue reading →

At times, bargaining power can play a major role for financial aid and college decisions. Too Rich for College Aid, Can’t Afford Full Price: How One Family Made It Work By Oyin Adedoyin, Aug. 22, 2025 This week, we’re bringing you stories about what it costs to raise a child in 2025, and how families… Continue reading →

As this Wall Street Journal article discusses, it is never too early to start saving to help launch your child into the world one day. She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30. By Hannah Erin Lang, August 25, 2025 This is the final story in our series on… Continue reading →

Kudos to our very own Charley Ellis for having his classic investment book “Winning the Losers Game“ featured in the WSJ. Check it out! 5 Books to Help You Build a Bigger Nest Egg—and Have a Successful Retirement By Jane Hodges, July 5, 2025 These are uncertain times for people saving for retirement. Volatile markets,… Continue reading →

Even elite educational institutions struggle to beat the stock market. This is a reminder of why Rebalance champions low-cost, diversified investing and cautions against alternative investments. Diminishing Returns for University Endowments By Burton G. Malkiel, July 6, 2025 David Swensen left a lucrative Wall Street career in 1985 to manage the Yale endowment. He introduced a… Continue reading →

With the right strategies, stock market downturns can become opportunities to strengthen your financial plan. Three Financial Planning Strategies for When Markets Fall By Matthew Sommer, Ph.D. CFA®, May 1, 2025 The market volatility experienced in early April may have left some investors feeling a bit unnerved. While many tried-and-true strategies such as “stay the course”… Continue reading →

Thinking About College Costs? Here’s What You Should Know About 529 Plan Contributions in 2025.   529 Plan Contribution Limits for 2025 By Kathryn Pomroy, April 4, 2025 A 529 plan is a state-sponsored account that offers tax-advantaged savings to cover college, trade and vocational courses and qualified K-12 expenses. It can be a powerful… Continue reading →