It’s gospel in some circles that government is the problem, not the solution. Yet it is possible, even today, to find clear examples of political leadership coming together to get something right. That happened just this past month with the announcement by the Department of Labor of a rule that will make retirement investment safer and more transparent for millions… Continue reading →

A professor at the University of Chicago, Harold Pollack, made a big splash recently with a pretty simple idea: What if all you needed to know about personal finance could fit on a single index card. Not reams of stock charts. Not years of study in some business school. Not even a book from the… Continue reading →

Yes, it’s the last possible moment, but you do have until Monday, April 18 to file taxes and that means you have until then to contribute to your retirement and still save on your 2015 taxes. Contrary to what you might have heard, there are tax breaks for just about every income level. The question… Continue reading →

The word is out! NPR, PBS, CNBC, Fox, the U.S. Senate and many others agree with the Rebalance approach to retirement investing. Continue reading →

It has taken years of effort, but this week the playing field finally was leveled for Americans saving and investing for retirement. Stock brokers now have to act in the interests of their clients, and they can no longer fail to disclose how they are paid and by whom. Hidden fees must end. Known as… Continue reading →

If anybody has the truly long view on retirement investing, it’s Vanguard Group Founder John Bogle. He has retired from his own firm but definitely is still in the fight, by his reckoning well over a quarter century now trying to get retirement investment advisors to do what they say and be legally bound to… Continue reading →

The latest data on our collective preparedness for retirement is out and it’s not great news, as you can imagine. One in four of us has less than $1,000 set aside for retirement, a depressing reality. But there’s good news buried under the oft-repeated scare-tactic headlines. The percentage of us who are at least “somewhat confident”… Continue reading →

Rebalance’s Managing Director Scott Puritz is featured in this U.S. Dept. of Labor video on retirement investing “best practices”. Continue reading →

You won’t find two people with more different approaches to long-term investing than Warren Buffett and John Bogle. Buffett has made billions selecting stocks (even while strongly endorsing index funds for retirement). John Bogle, the founder of Vanguard Group, built his name on not selecting stocks. He didn’t invent passive index funds, but he sure has… Continue reading →