Scott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading →

If you haven’t been following the debate on Capitol Hill over the cost of retirement investing, well, I don’t blame you. It’s a dense topic and not top of mind for most folks as summer winds down and back-to-school begins. Yet you should be paying attention: If Wall Street prevails in its campaign to water down proposed… Continue reading →

Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. Continue reading →

Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading →

Scott Puritz, Managing Director, describes the type of investor that can benefit the most from working with Rebalance. Continue reading →

An astonishing $32 trillion in securities changes hands every year with no net positive impact for investors, charges Vanguard Group Founder John Bogle. Meanwhile, corporate finance — the reason Wall Street exists — is just a tiny slice of the total business. The nation’s big investment banks probably could work for less than a week and take the rest of… Continue reading →

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 →