Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

Recently, we wrote about what we consider best practice for our clients in terms of 401(k) plan design, such as offering a Roth 401(k), the advantages of a Safe Harbor design, and more. For small businesses, however, there is another important consideration: whether or not to seek investment advice. Many business owners have no financial… Continue reading →

  It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions… Continue reading →

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 Mahomes flee Tampa’s ferocious defensive line as the game wound down. Rather, much of the… Continue reading →

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 in investing, aside from diversification, as investing legend Burt Malkiel explains. As the saying goes… Continue reading →

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 its own lately thanks to reaction to the coronavirus. It’s still very much worth your time… Continue reading →

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 how to prepare for quickly changing realities in the investment world. Initially exclusively for clients,… Continue reading →

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 of investing. Please read this brief appreciation of Bogle’s life. We remain indebted to Bogle’s… Continue reading →