Rebalance Launches the COVID-19 & Investing Resource Center

The COVID-19 & Investing Resource Center provides consumers with guidance on personal investing and retirement strategies tailored to the impact of the COVID-19 crisis.

Bethesda, MD – May 13, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has launched the COVID-19 & Investing Resource Center. 

The COVID-19 & Investing Resource Center was designed to provide information and guidance for consumers who are concerned about their retirement and investment portfolios in light of the COVID-19 crisis and accompanying market volatility and insecurity. 

Resources available to consumers via the COVID-19 & Investing Resource Center include: 

A historical overview of what past financial crisis have meant for market performance and how this translates to investing and retirement planning in today’s difficult times. 

A simplified breakdown of what the CARES and SECURE Acts mean for personal investors when it comes to taxes, IRA contributions, required minimum distributions from retirement accounts and loans from or withdrawls against retirement accounts. 

Easy-to-implement advice allowing investors to take control of their financial futures amidst market volatility and financial fears. 

“For the past two months, we have been in constant communication with our clients in regards to the COVID-19 crisis and how it is effecting their retirement and investment accounts,” said Rebalance Managing Director Scott Puritz. “The COVID-19 & Investing Resource Center is a compilation of all of the information we have provided our clients, which we are now making available to all investors. This will provide them with the resources required to manage their investment and retirement portfolios in the face of market volatility and insecurity.” 

The COVID-19 & Investing Resource Center can be accessed online at 

About Rebalance 

Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally diversified investment portfolios, and systematic rebalancing. 

The Rebalance Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of, “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide. 

Rebalance is headquartered in Palo Alto, CA and Bethesda, MD, and currently manages more than 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth. 


Linda Sperling
Dir. Of Strategic Communications
[email protected]