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Rebalance Expands Wealth Management Practice
Palo Alto, CA – November 13, 2019 – Rebalance, a mission-driven investment firm committed to making premium wealth management services affordable and accessible to everyday investors, has announced the addition of Drew Pratt to the position of Vice President, Investment… Continue reading
Six Questions to Ask a Financial Advisor About Fees
Most people need financial advice at some point. But before making a deal with a financial adviser, people should know precisely what they’re paying—and what they’re paying for. Unfortunately, that isn’t always easy. Advisers offer a range of services and… Continue reading
Finding Investment Advice For More Modest Retirement Accounts
The New York Time’s Ron Lieber discusses the problem of getting premium investment service without having a premium retirement portfolio. His exploration reveals a gap between high-end institutional-style investing and the high-fee world of actively-managed mutual funds. Rebalance, he concludes, is here to fill that gap. Continue reading
Indexing Beats Wall Street 90% of the Time
A recent report from Standard & Poor’s adds impressive support to the large body of evidence suggesting the superiority of simple index investment strategies over traditional stock picking. At the start of every year, “active” portfolio managers declare that the… Continue reading
