NOT ON HOME PAGE Archive

Vanguard's John Bogle joins Rebalance IRA 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

 
Outdated Retirement Advice You Should Avoid

Outdated Retirement Advice You Should Avoid

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

 
New government rule means more money in your retirement

The Fiduciary Declaration to the US DOL

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

 
North Carolina Outward Bound School

North Carolina Outward Bound School

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

 
Why Retirement Products Will Soon Be Sold Like Cars

Why Retirement Products Will Soon Be Sold Like Cars

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

 
Roll over your 401(k) to a lower cost IRA for retirement

Rebalance On Bloomberg Radio

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