Investment Advisors Archive

Put Money On Tom Brady’s Bucs? Want To Try Your Hand At Investing Now?

by

The Super Bowl is behind us. I’d bet not many people expected Tom Brady’s Bucs to deliver the thrashing they ultimately visited upon Patrick Mahomes and Chiefs. It was more than a little unnerving to watch a talented but terrified… Continue reading

 

Vegas In Your Palm: Avoid The Robinhood Trading Trap

by

One of the more successful tech startups on Wall Street these days is Robinhood, a phone app that allows inexperienced investors to jump into stock trading. The come-on is that the trades are free. Naturally, there is no free lunch… Continue reading

 

Warren Buffett’s Latest Advice Could Help You Retire Much Richer

by

Warren Buffett, the iconic billionaire investor and chairman of Berkshire Hathaway, recently released his latest letter to shareholders. You probably didn’t hear a lot about it, not least of all because the stock market has been generating plenty of news on… Continue reading

 

5 Ways Investors Can Stay Calm As Coronavirus Fears Worry Markets

by

The coronavirus pandemic has led to significant short-term volatility in the financial markets. In an effort to help Rebalance clients make the best possible decisions about their portfolios, Rebalance Chief Investment Office Mitch Tuchman recently led a live presentation on… Continue reading

 

Fidelity Investments Announces the Elimination of Trading Commissions

by

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

by

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

 

Rebalance Clients Remain Unaffected While Consolidation of Wealth Advisory Firms Sweeps Through the Industry

by

In this piece for The New York Times, journalist Paul Sullivan reports on the current consolidation trend that is impacting wealth advisory firms nationwide and ultimately how this development impacts clients. Wealth Advisory Firms Are Merging, but What’s in It… Continue reading

 
John Bogle

Build A Statue For John Bogle? Here’s A Better Idea

by

My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading

 
financial advisor

What Do You Really Need In A Financial Advisor?

by

Ask 100 people what they want from a financial advisor and nearly all would say, “Um, advice?” Too bad that’s not what most financial advisors do. In fact, most are not even qualified to give advice. Sure, they take exams… Continue reading

 
    
Send this to a friend