Managing Director Scott Puritz joins U.S. Department of Labor’s Phyllis Borzi and Vanguard Founder John C. Bogle in speaking during launch of ‘Campaign for Investors’ in Philadelphia on May 24. Continue reading →

In a landmark victory, the U.S. Dept. of Labor wins its battle against unfair brokerage practices, saving retirement investors millions. Continue reading →

Mitch Tuchman speaks with Jeff Brown at U.S. News about how target-date funds can mean double the fees for retirement investors. Continue reading →

Mitch Tuchman speaks with U.S. News about how 1% mutual fund fees can actually add up to much more. Continue reading →

Managing Director Mitch Tuchman spoke with U.S. News about why the standard 60% stocks 40% bonds split is no longer relevant for retirement investors. Continue reading →

In September 2015, twelve respected names in finance, including Rebalance Investment Committee member Burt Malkiel, signed a declaration urging Congress, the SEC and Department of Labor (DOL) to heighten and extend protections to investors seeking advice. Continue reading →

Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropical endeavors with North Carolina Outward Bound School, where he is a long-time member of the Board of Directors and sits on the Investment Committee. Continue reading →

WSJ’s MarketWatch interviews Mitch Tuchman regarding the U.S. Dept. of Labor’s new rules designed to make retirement investing safer for all Americans. Continue reading →

Managing Director, Mitch Tuchman, spoke with Corey Johnson and Carol Masser from Bloomberg Radio about the importance of rolling over your employee-sponsored 401 (k) into an IRA with low fees when you change jobs. Continue reading →