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 →

In any other industry you might assume that a move toward transparency and a client-centered approach would be a given. Not on Wall Street. For the stock brokers of the world, it’s borderline heresy. John Thiel, the head of Merrill Lynch Wealth Management, found out just how unpopular the idea of “clients first” can be after making… Continue reading →

An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be contract work as a long-term career for millions of Americans. And because of this trend,… Continue reading →

What’s a reasonable return on your investments, in your estimation? Do you think of 10% as a good outcome, maybe a little more? Not if you’re billionaire businessman Sir Richard Branson. The founder of Virgin Airlines, among many other companies, is a lifelong entrepreneur who knows a thing or two about risk and reward. Talking… Continue reading →

This week on the Retire With More show we were thrilled to speak with Tony Robbins, the world’s leading authority on leadership psychology. He has coached and inspired more than 50 million people, including CEOs and billionaires, as well as millions of regular people at his live events. He’s a man Oprah has called “superhuman.” Now Tony has written a great book, for weeks… Continue reading →

Sally Brandon, Vice President of Client Services at Rebalance, discussses why it’s so important to have a financial advisor you can count on. Continue reading →

Here’s a trick question, see if you can figure it out. Of the following two investments, which one carries the lowest risk — cash or stocks? You might be tempted these days to blurt out “Stocks, of course!” Valuations certainly seem rich about now. Earnings are downbeat. Nobody seems to know what’s next with the… Continue reading →

This week on the Retire With More Show we were honored to be joined by special guest Charley Ellis. At Rebalance Charley Ellis is on our Investment Committee, and he is a luminary of the investment business. He spent three decades managing Greenwich Associates, oversaw the Yale Endowment as a trustee and was Chairman of the Yale… Continue reading →

Calling active mutual funds “fat, dumb and happy” as they take in billions in pointless fees from retirement investors, Vanguard Group founder John Bogle predicts the end of the active management industry. It won’t be quick. While passive funds have been drawing away huge amounts of assets over the past few years, they remain solidly in… Continue reading →