Asked to explain his retirement investing philosophy to young people, Vanguard Group founder John Bogle summed it up very simply: Expect a 7% return from the growth of American business and nothing more, and never, ever speculate. The U.S. stock market rides on the productivity of American business, Bogle said in an interview. Corporations pay a dividend… Continue reading →

Sally Brandon, Vice President of Client Services, shares why it’s important for women to understand how their money is invested. Continue reading →

Look into the data on lobbying by the financial industry and the numbers are astounding. Big stock brokers are spending millions to sway lawmakers to see things their way. “Their way” means keeping fees high and responsibilities low. The stock brokers would vastly prefer, for instance, to keep a potential new rule on fiduciary duty… Continue reading →

Scott Puritz, Managing Director of Rebalance, shares how to reassure a client when the market goes down. Continue reading →

Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re just not sure it’s what you want. You wonder if breaking up is worth the… Continue reading →

Rebalance has always put our clients’ interests front and center, with a passionate commitment to providing retirement investment management at the highest levels of professional and ethical standards. In addition, our firm, as a Registered Investment Advisor, is regulated by the SEC and adheres to a strict fiduciary legal standard. We are pleased that the Department… Continue reading →

In any other industry you might assume that a move toward transparency and a client-centered approach would be a given. Not on Wall Street. For the stock brokers of the world, it’s borderline heresy. John Thiel, the head of Merrill Lynch Wealth Management, found out just how unpopular the idea of “clients first” can be after making… Continue reading →

Calling active mutual funds “fat, dumb and happy” as they take in billions in pointless fees from retirement investors, Vanguard Group founder John Bogle predicts the end of the active management industry. It won’t be quick. While passive funds have been drawing away huge amounts of assets over the past few years, they remain solidly in… Continue reading →

Who doesn’t love a county fair? The crazy collection of sights, sounds and smells. Sickeningly sweet fried treats, sizzling meat and candied popcorn fill the air. No, it’s not the kind of place you go regularly or even every year, but drifting down the midway once in a while is a neat trip down memory lane… Continue reading →