Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading →

A longtime golfer once told me that the difference between a great amateur and a true professional is pretty easy to spot: At the end of a tournament, the duffer hits the 19th hole to relax. The pro gets some water, changes and heads to the range to hit buckets until closing time. They compete all… Continue reading →

Managing Director, Mitch Tuchman, explains what robo-advisors are and how Rebalance is different. Continue reading →

People who know me know I’m a musician, in a blues band, and a big fan of great musicians. But the second night of the Grateful Dead farewell tour Sunday night in Santa Clara, California, which I attended, was a special moment in time. Yes, there’s just five of them left (if you count Bruce Hornsby).… Continue reading →

Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →

I was invited recently to appear on the highly respected PBS series WealthTrack along with Burton Malkiel, author of the investing classic A Random Walk Down Wall Street. Malkiel is a member of the investment committee of my own firm, Rebalance. It was the premiere of host Consuelo Mack’s 10th year on the program she started and a tremendous honor for… Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading →

This month I had the pleasure of being asked to participate in my first ever Twitter Q&A with Reuters, hosted by Lauren Young. It was a lot of fun and a privilege to join a panel made up of some of the top financial minds that I admire the most, including Jean Chatzsky, Mandi Woodruff,… Continue reading →

What’s the difference between speculating and investing? For millions of people, it’s the real-world difference between retiring on time or working years longer than they had expected. J.P. Morgan recently published data that shows a diversified portfolio over two decades returning a solid 8% annually to the investor. Yet the typical small investor in that same time… Continue reading →