NOT ON HOME PAGE Archive

It's Been a Wild Ride for the Stock Market. What's Next?

Should you refinance your mortgage to pay off debt?

With consumer debt growing, experts, including Rebalance Vice President Sonja Breeding (CFP), have advice to help home owners tackle personal debt. Continue reading

 
It's Been a Wild Ride for the Stock Market. What's Next?

It’s Been a Wild Ride for the Stock Market. What is Next?

The stock market is a hot mess right now, and experts, including Rebalance Vice President Sonja Breeding (CFP), have slightly different takes on what is around the bend. Continue reading

 

5 Big Issues with Small 401(k) Plans: Rebalance’s David Ranney

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Small-business 401(k) plans face a lot of specific issues and challenges that don’t necessarily impact
larger retirement plans. Continue reading

 

Understanding Financial Wellness

Everyone understands wellness from a health perspective. It’s about good choices and habits that help you live a longer, better life. Financial wellness is no different. Rebalance Vice President of Investment Advice Drew Pratt shares with Forbes his insights into the choices and habits that create and preserve your personal financial wellness. Continue reading

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

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

Professor Burton Malkiel, a key member of the Rebalance Investment Committee, is profiled in a recent New York Times article on the power of low-cost index investing. Continue reading

 
Vanguard's John Bogle joins Rebalance in fight for retirement fairness

Rebalance Joins John Bogle and Phyllis Borzi in launch of “Campaign for Investors”

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

 
New federal ruling will save retirement investors millions in fees

Landmark Victory For Americans Saving To Retire

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

 

Investors Should Reconsider Target-Date Funds

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

 
Hidden Mutual Fund Fees That Are Robbing Your Returns

Hidden Mutual Fund Fees That Are Robbing Your Returns

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