Meet our Retirement Experts

Financial planning gives you a sense of control over life

How Fees Impact Your Retirement Savings

Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading

Invest like a millionaire without paying high prices

Client Success Stories

Mitch Tuchman, Managing Director of Rebalance IRA, shares one of his favorite client success stories. Continue reading

How to make sure you beat the stock market each year

Common Investor Mistakes

Investment Committee member Burt Malkiel on the common mistakes that hinder retirement investment returns. Continue reading

How often should I speak to my retirement financial advisor?

What Is “Rebalancing”?

Scott Puritz, Managing Director of Rebalance IRA, discusses one important aspect to successful long-term retirement investing. Continue reading

Get control over your long-term retirement planning

Helping Clients Feel In Control

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with clients and helping them feel in control. Continue reading

 
Invest like a millionaire without paying high prices

Client Success Stories

Mitch Tuchman, Managing Director of Rebalance IRA, shares one of his favorite client success stories. Continue reading

 
How often should I speak to my retirement financial advisor?

How Does Rebalance IRA Build Trust With Its Clients?

Scott Puritz, Managing Director of Rebalance IRA, shares how Rebalance IRA builds trust with clients. Continue reading

 
Demystifying retirement investment fees and the damage they do

Demystifying Hidden Fees

Rebalance IRA Senior Financial Advisor Joe Daly talks about the often misunderstood practice of hidden fees employed by big brokerages. Continue reading

 
A monkey throwing darts can beat the stock market: Burt Malkiel

Investing With Rebalance IRA

What can you expect when you invest with Rebalance IRA? Investment Committee member Burt Malkiel tells you in this brief clip. Continue reading

 
Financial planning gives you a sense of control over life

How Fees Impact Your Retirement Savings

Vice President of Client Services, Sally Brandon, on just how detrimental hidden fees can be to your nest egg savings. Continue reading

 
Invest like a millionaire without paying high prices

How Did Events In Your Own Life Affect How You View Retirement Investing?

Mitch Tuchman, Managing Director of Rebalance IRA, relates the life events that shaped how he thinks about long-term investing. Continue reading

 
Yale Investment Committee Chairman Charley Ellis

How Money Grows

Charley Ellis details the phenomenal rule of compounding, and how it allows everyday investors to retire with more. Continue reading

 
A monkey throwing darts can beat the stock market: Burt Malkiel

How To Buy Low And Sell High

Burt Malkiel on the importance of Warren Buffett’s often quoted advice to “buy low and sell high” when it comes to your retirement investments. Continue reading

 

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