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 →

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 →

Rebalance’s Managing Director Scott Puritz discusses the powers of compounding and portfolio indexing, and how the stock market can be your friend if you just stay in it for the long haul. Continue reading →

So I had two events in my life in the ‘90s that really shaped the way I invest. The first was, my first son Jack was born in late 1996 and about a year later, we learned that he was… Continue reading →

Mitch Tuchman talks with Money Magazine about knowing exactly how much in fees you pay for your retirement account: “You may not be able to control the markets but you do have some control over what you pay to invest. That can make a big difference over time.” Continue reading →

Rebalance commissioned a new survey which reveals that many full-time employed baby boomers don’t understand the fees they are paying in their retirement accounts. Continue reading →