Sally Brandon, Vice President of Client Services, shares why it’s important for women to understand how their money is invested. Continue reading →

Look into the data on lobbying by the financial industry and the numbers are astounding. Big stock brokers are spending millions to sway lawmakers to see things their way. “Their way” means keeping fees high and responsibilities low. The stock brokers would vastly prefer, for instance, to keep a potential new rule on fiduciary duty… Continue reading →

Scott Puritz, Managing Director of Rebalance, shares how to reassure a client when the market goes down. Continue reading →

Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re just not sure it’s what you want. You wonder if breaking up is worth the… Continue reading →

Rebalance has always put our clients’ interests front and center, with a passionate commitment to providing retirement investment management at the highest levels of professional and ethical standards. In addition, our firm, as a Registered Investment Advisor, is regulated by the SEC and adheres to a strict fiduciary legal standard. We are pleased that the Department… Continue reading →

This week on the Retire With More Show we were honored to have Paul Sullivan as our guest. Paul writes the Wealth Matters column for the New York Times and recently released his second book, The Thin Green Line: The Money Secrets of the Super Wealthy, published by one of the best publishers in the country, Simon… Continue reading →

Scott Puritz, Managing Director of Rebalance, discusses ways to successfully help clients achieve their retirement goals. Learn how to retire with more. transcript Scott Puritz: The key to successful retirement investing is to think about it as a marathon, a long-term endeavor. We help clients retire with more by providing them with low-cost proprietary portfolios, establishing the right plan that… Continue reading →

In all of my years of investing, I have never seen a vehicle as tax efficient as exchange-traded fund (ETFs), particularly when they are held in a thoughtful portfolio and regularly rebalanced. ETFs beat the tar out of mutual funds and individual stock holdings, and you owe it to your heirs — if not yourself… Continue reading →

This week on the Retire With More Show we were joined by financial journalist and author Mark Miller. Mark is a retirement columnist for Reuters, Morningstar and AARP The Magazine and he is the Sunday Editor of the Chicago Sun-Times.  A nationally recognized expert on trends in retirement and aging, Mark helps bring some light to the… Continue reading →