You might be surprised to see occasional headlines bemoaning the poor performance of hedge funds compared to the market indexes. Not Warren Buffett. Hedge fund managers serve two masters: their clients and themselves. That sounds like a solid alignment of interests, but it’s not, the billionaire investor says. That’s because hedge fund chiefs get paid win… Continue reading →

Managing Director Scott Puritz shares how Rebalance builds trust with clients.  More on how Rebalance provides clients with peace of mind. transcript We build trust with our clients first and foremost by listening to them and fully understanding what’s going on in their lives and what they need from their retirement investing. Second, every one… Continue reading →

Mitch Tuchman, Managing Director, describes the initial interview that every client has when they first sit down with their financial advisor.  More on the Rebalance approach to retirement investing. transcript In our initial interview with a client, we’re trying to figure out a few things. What is the end result? In other words, what does retirement… Continue reading →

There’s an old Arab saying: “If a camel gets his nose in the tent, his body will soon follow.” It’s a great, funny metaphor. You can picture the curious nose of the camel poking in, then the neck and, before long, all the rest of it. In English we would say “Give them an inch and… Continue reading →

The following opinion editorial, originally published in The Baltimore Sun, was co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. The editorial examines a proposed U.S. Department of Labor rule designed to make retirement investing safer. You can hardly blame an industry for defending… Continue reading →

Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance, we’ll reach out to them by phone and talk to them to make sure that… Continue reading →

Does $17 billion sound like a lot of money to you? It should. That’s how much in profits Wall Street stands to lose if a proposed rule in Washington is enacted. All that has to happen to stop the rule…is nothing. The defenders of the status quo need only drag their feet hard enough. If… Continue reading →

Managing Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading →

Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading →