Retirement Investing Archive

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


Forget Stock Predictions for Next Year

Jeff Sommer, the New York Times personal finance columnist, echoed Rebalance’s investing philosophy to a tee with his 12/16/22 column: when it comes to investing for retirement, forget about the short-term, rather, think as a long-term investor. Forecasting the near… Continue reading


Hardship 401(k) Withdrawals, Explained

The current global economic situation is very demanding. A surge in inflation has stressed many family budgets. As a result, more people now rely on loans from their 401(k)s to bridge the gap in their expenses, according to data. The… Continue reading


The Rich Get College Subsidies While the Student Debt Debate Goes On

While we agree with the majority of this New York Times article, the challenge here is that it is critical and judgmental about an investment practice that has long been recognized as ‘best practice.’ Using 529 savings plans to save… Continue reading

Illustration by The New York Times; images by Frank Ramspott and Kavalenkava Volha, via Getty Images

The Best 50-Year-Old Investing Advice Money Can Buy

The word “visionary” is most probably overused. But what else do you call someone like Burt Malkiel, who had the temerity in 1973, five decades ago, to predict that someday most of us would invest through low-cost stock market index… Continue reading

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

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