Retirement Investing Archive

National Savings Day is Oct. 12. Are you saving enough?


National Savings Day was October 12 and according to this Money Magazine article, the number of 401(k) millionaires saving for retirement reached an all-time high. Do You Have $1 Million in Your 401(k) Yet? The Number of People Who Do… Continue reading


Fidelity Investments Announces the Elimination of Trading Commissions


Fidelity Investments announced today the elimination of commission fees for online trading of stocks, options and ETFs. In this piece for The Wall Street Journal, journalist Justin Baer reports on this announcement after Schwab announced a similar strategy last week.… Continue reading

Charles Schwab blog

Zero Trading Commission Fees Is A Huge Win For Investors


Schwab announced on Tuesday the elimination of commission fees. Customers can now trade stocks and exchange-traded funds for free. This development marks a significant day in Wall Street history. With the elimination of trading commission fees, it seems the retirement… Continue reading


While the Public and Media Debate A Recession or Stock Market Drop, We’re Focused on Giving Investors Straight Answers About Annuity Risk


In this piece for The Philadelphia Inquirer, journalist Erin Arvedlund reports on whether or not there is a direct correlation between a recession and stock market drop.  In addition, Erin Arvedlund reminds investors the impending SECURE Act of 2019 goes… Continue reading


We’re Smart, Capable and Amassing Vast Wealth. So, Why Aren’t We Taking Control of Our Finances?


I’m guilty. There, I said it. And, it feels great to confess.  I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions… Continue reading


Why FIRE when you can FUND instead?


You’ve probably already heard about the FIRE movement. FIRE stands for financial independence, retire early. Usually, the people who follow it are in their 20s and 30s and saw what happened to the economy in 2008 and have decided to… Continue reading


Identifying Another Gulf for Women: Financial Literacy


In this piece for the Wall Street Journal, journalist Lauren Silva Laughlin reports on the modern gender gap that exists today for many women around financial literacy.  At Rebalance, our firm is proud to be a female-majority team, and we… Continue reading


Shareholder Value Is No Longer Everything, Top C.E.O.s Say


In this piece for the New York Times, authors David Gelles and David Yaffe-Bellany assert that America’s top CEOs are redefining the role of business. By promising to invest more in their employees and the country beyond shareholder interests, top-tier CEOs are… Continue reading

James Holzhauer blog image

What Investors Can Learn From ‘Jeopardy’ Phenom James Holzhauer


“Jeopardy James” Holzhauer finally lost on Monday, June 3 2019, ending his 32-game winning streak just $58,484 shy of Ken Jennings’ all time money prize record. He took home $2.4 million in any case, losing the “Jeopardy” throne to a… Continue reading


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