NOT ON HOME PAGE Archive

Investing May Be Cheaper, but Fees Still Hurt

Investing May Be Cheaper, but Fees Still Hurt

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

 
Retirement: 5 tips on how to save $1 million

Retirement: 5 tips on how to save $1 million

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

 
Life Events that Impact Retirement Investing

Life Events that Impact Retirement Investing

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

 
How To Find Out What You’re Paying For Your Retirement Account

How To Find Out What You’re Paying For Your Retirement Account

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

 
Nearly Half of Americans Surveyed Falsely Think They Pay Zero Retirement Investment Fees

Nearly Half of Americans Surveyed Falsely Think They Pay Zero Investment Fees

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

 
Parents Are Jeopardizing Retirement by Taking on Child’s Student Loans

Parents Are Jeopardizing Retirement by Taking on Child’s Student Loans

Rebalance’s very own Scott Puritz shares his insights on why shouldering the burden of a child’s student debt may seem like a smart move, but it can quickly put a parent’s retirement savings in a dire situation. Continue reading

 
Why pay manager fees, use low-cost index funds instead

Why Pay Fees To Managers? Use Index Funds

Our own Charley Ellis and Mitch Tuchman speak with the Philadelphia Inquirer about the best cure for high active money manager fees: simply stop paying them, and instead invest in low-cost index funds that track the market. Continue reading

 
Rebalance Your Portfolio Or Not? That's The Question

Rebalance Your Portfolio Or Not? That’s The Question

When the federal government artificially stimulates the economy, many golden investing rules may not be always be appropriate. Burt Malkiel and Charley Ellis weigh in on the pros and cons of rebalancing in a challenging economy. Continue reading

 
Diversify Your Portfolio With International Stocks

Diversify Your Portfolio With International Stocks

Carolyn Geer of the Wall Street Journal talks with Paul Jacobs and our own Mitch Tuchman about the foreign markets, US equities, and the long-term benefits of global diversification. Continue reading