Investment Advisors Archive

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


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


Vegas In Your Palm: Avoid The Robinhood Trading Trap


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’s Latest Advice Could Help You Retire Much Richer


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


5 Ways Investors Can Stay Calm As Coronavirus Fears Worry Markets


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

John Bogle

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


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

financial advisor

What Do You Really Need In A Financial Advisor?


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 to be licensed as advisors. But those exams are not designed to test knowledge of… Continue reading

Female financial advisors

Introducing: The Money Motivation Video Series


Investing can feel challenging and we often just postpone thinking about our savings and investing goals. We hear you! Our Rebalance team wants you to feel comfortable and in-the-know so we are launching a video series where you’ll hear directly from a few members of our expert advice team – Sally Brandon, Christie Whitney, and… Continue reading

hidden fees

Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise


A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule, it was meant to protect the millions of Americans who rely on a financial advisor… Continue reading

SEC rule

New Rule Safeguards Wall Street’s Profit Pipeline, Putting Investors at Risk


The Securities and Exchange Commission, the chief regulator in charge of Wall Street, has a startling message for investors: “You’re on your own.” The SEC has just opened to public comments a potential change to how your stockbroker must operate. The only reason any action is being considered at all is because another government agency,… Continue reading