Mitch Tuchman, Managing Director, explains how Rebalance helps clients stay balanced during their annual check up. Continue reading →

Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →

I talk to dozens of people each week about their investments. After a while, you begin to notice a peculiar similarity among many of them. They’ve had the same retirement advisor for years, yet they strongly distrust that person. It can be hard for them to discuss it, as if they suffer from a financial version of… Continue reading →

Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading →

Managing Director, Mitch Tuchman, explains what robo-advisors are and how Rebalance is different. Continue reading →

Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →

I was invited recently to appear on the highly respected PBS series WealthTrack along with Burton Malkiel, author of the investing classic A Random Walk Down Wall Street. Malkiel is a member of the investment committee of my own firm, Rebalance. It was the premiere of host Consuelo Mack’s 10th year on the program she started and a tremendous honor for… Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading →

This month I had the pleasure of being asked to participate in my first ever Twitter Q&A with Reuters, hosted by Lauren Young. It was a lot of fun and a privilege to join a panel made up of some of the top financial minds that I admire the most, including Jean Chatzsky, Mandi Woodruff,… Continue reading →