Retirement Investing Archive

Woman riding a unicycle that has a coin as the wheel, balancing on a tight rope

The Tricky Math of Retiring Into a Downturn

Retiring can be a very stressful stage for many people. Daily routines, life purpose, and long-term goals, all come to an inflection point at once. The recent downturn in the financial markets has added an extra layer of unknowns to… Continue reading


Mitch Tuchman Explains the 5 Drivers of Investment Success


The overwhelming message from Wall Street about investing is that it’s complex and hard to understand. And sure, the underlying mechanics of trading can be obtuse. There’s a reason people get advanced degrees in finance. All of that matters if… Continue reading


Smart Investors Take These Five Steps Before Retiring


Are you confident in your own retirement planning? Probably not, according to new data from the Employee Benefit Research Institute. Just 18% of Americans — less than one in five — say they are “very confident” in their ability to… Continue reading

Rebalance Webinar Series - Investing 101

Join Scott Puritz for an Enlightening Conversation About Your Money


Investing for your long-term goals is not rocket science. There really are just a few fundamental choices to make, choices that over time lead to better investment returns. What’s more, you can get those returns without all the jumpiness and… Continue reading

ukraine war and your portfolio

The Ukraine War and Your Portfolio


“Never bet on the end of the world, it only happens once and the odds are long.” — Unknown  “The way to make money in the market is not by timing the market but by your time in the market.” — Unknown … Continue reading

Illustration of Warren Buffett reading a letter

Warren Buffett’s Most Powerful Life Lesson Has Nothing to Do with Stocks


Nothing about the news cycle these days is remotely “normal,” which is understandable considering events in Europe. So you probably missed the most recent letter to investors from Warren Buffett. Usually, his annual missive to shareholders in his holding company,… Continue reading


For Investors: Short-Term Rattle, Long-Term Recovery


The terrible destruction and demoralizing carnage of the Russian invasion of Ukraine has transfixed the world. Many, even in Ukraine itself, doubted that an invasion would come. Now, no one knows when or how it will end. Swiftly-moving world events… Continue reading

Rebalance Tops $1 Billion

$1 Billion Dollars Is Just the Starting Point


My firm, Rebalance, recently celebrated a milestone — $1 billion in assets under management. It is an easy figure to misunderstand. The firm is not “bigger” or “more important” than a few years ago. What has changed is that an… Continue reading

fantasy football is not an investment strategy

An NFL Fantasy Football Draft Strategy Is Not An Investment Strategy


As summer winds down many of us are heartened by the promise of crisp autumn air, pumpkin spice coffee drinks, and the weekly showdowns of NFL football giants. Amazingly, alongside the absolutely enormous revenue machine that is pro football, a… Continue reading