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 →

Mitch Tuchman, Managing Director of Rebalance, explains how to reduce client fees by 52% using low-cost index funds. Continue reading →

Sally Brandon, Senior Vice President of Client Service & Advice, explains how Rebalance establishes trust by building a rapport with clients. More on taking the emotion out of retirement investing. transcript At Rebalance, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with… Continue reading →

Scott Puritz, Managing Director of Rebalance, explains the role that rebalancing plays in portfolio management. Continue reading →

If a tree falls in the forest and nobody hears it, does it make a sound? You might say, “Of course it does!” and you’d be right. But what if five trees fall at once? Fifty? If you are an active investor holding a small number of stocks or bonds, it might matter a lot. Your… Continue reading →

The data is in, and it’s heartening to learn that American workers are starting to make the right moves to save their own retirements. You could take the pessimistic view, of course, and say they have no choice. But you always have a choice, even when you don’t make it. In the case of American… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, explains that charging just a half a percent on your assets allows clients to retire with more. Continue reading →

Charley Ellis details the phenomenal rule of compounding, and how it allows everyday investors to retire with more. Continue reading →

This week on the Retire With More show we had a very special returning guest, our very own Sally Brandon. Sally joined us as we took a closer look at the differences between how men and women invest for retirement. You may be surprised to learn that when it comes to who can be a better… Continue reading →