Academic studies tell us that investors who are long-term in nature earn more returns. How do you stay the course with all of the short-term noise? How to Stay Sane When Markets Get Wild By Jason Zweig, August 9, 2024 Stop trying to make it make sense. Just about every volatility storm in the markets… Continue reading →

Are you over 60 years old? If yes, you may be a prime target for internet criminals. How One Man Lost $740,000 to Scammers Targeting His Retirement Savings By Tara Siegel Bernard, July 29, 2024 For nearly three months, Barry Heitin, a 76-year-old retired lawyer, thought he was part of a government investigation that felt… Continue reading →

Jeff Sommer’s latest column reveals why the stock market remains indifferent to the 2024 presidential race. Despite political drama, stock market traders are focused on economic factors rather than election results. What Presidential Election? So Far, the Stock Market Doesn’t Care. Traders appear to be focused on possible Fed rate cuts and corporate earnings, and… Continue reading →

WSJ Columnist Jason Zweig, as he returns from a lengthy sabbatical, excellently illustrates Rebalance’s tried and true mantra: think long-term and turn off the “noise”. The 401(k) Rollover Mistake That Costs Retirement Savers Billions Much of the money moved into IRAs misses out on market returns By Anne Tergesen, July 22, 2024 Workers miss out on… Continue reading →

Interval funds offer limited liquidity in exchange for investing in less-traded assets. However, these funds often hide high fees, making it essential for investors to assess their true costs and risks. The Fees on These Funds Will Leave You High and Dry One of Wall Street’s most popular trends, many interval funds omit a key… Continue reading →

Charlie Munger, the vice chairman of Berkshire Hathaway, left a significant legacy when he passed away last November, just shy of his 100th birthday. Charlie Munger, along with Warren Buffett, have always invested with the long-term in mind and advocated for investing practices that align with the Rebalance approach. You may want to check out… Continue reading →

Elder Abuse Awareness Day highlights the need to protect yourself from financial con artists. Elder Abuse Awareness Day: A commitment to protecting our seniors. June 15 marks an important day on our calendar – Elder Abuse Awareness Day. It is a day for communities worldwide to unite in bringing attention to the challenges and difficulties faced… Continue reading →

In his Wall Street Journal piece, Spencer Jakab explores how haphazard stock selection, inspired by Burton Malkiel’s ideas from “A Random Walk Down Wall Street,” demonstrates the surprising success of random stock picks over expert fund managers. The Random Path to Stock-Market Riches by Spencer Jakab, May 13, 2024 Words rarely heard from star fund… Continue reading →

The “backdoor” Roth IRA presents a tantalizing solution for those keen on maximizing savings, offering tax-free growth and withdrawals. Read Laura Saunders’ article from the Wall Street Journal below to learn more. Backdoor Roth IRAs Are Promising — and Perilous by Laura Saunders, May 3, 2024 For determined savers, the backdoor Roth IRA is an… Continue reading →