Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in San Jose, CA. Dana’s main concern is that her high school age daughter is learning… Continue reading →

Every year, companies come out with their “ultimate gift guide” for the husband / wife / daughter / tech geek, etc. Seemingly missing from this never-ending list of must-haves is one that caters specifically to the motivated retirement investor. Sure, finances and investing may not be go-to topics for holiday dinner fare, but they’re important… Continue reading →

Suze Orman is one of those singular personalities in the financial business who seems to be right on the pulse of everyone she meets. She’s written books, starred in her own television show and made innumerable appearances in person. Like Oprah and Bono, she’s nearly a one-name-only celebrity. Say “Suze” and you know who I… Continue reading →

“Disruption” is a term you hear bandied about in Silicon Valley, usually associated with young CEOs in t-shirts. The idea isn’t new. The 19th-century industrialist Andrew Carnegie would recognize it as competition. Joseph Schumpeter, an Austrian economist from the 1930s, would call it “creative destruction.” In finance world terms, my favorite version of disruption is… Continue reading →

Gasoline right at the highway exit is usually cheapest. Drive a few miles toward town and you might see a 10 cent per gallon jump. Ever wonder why? If you said “competition,” go to the head of the class. Gas stations tend to cluster around knots of highway traffic. The driver near empty on a country… Continue reading →

What a journey it has been. I am excited to announce that our firm, Rebalance, has recently reached $500 million in assets under management. We could not have hit this incredible milestone without our wonderful team members, who work tirelessly to help people retire with more, and most importantly, our clients. I would like to… Continue reading →

Nearly eight in 10 Americans have access to a 401(k) retirement investment plan. Many more should consider adding or using Roth IRA accounts. Roth accounts are funded with after-tax money — there’s no tax savings now — but the investment growth and withdrawals are tax-free forever. Short-term pain for long-term gain. Is a Roth IRA the… Continue reading →

There’s no better way to get excited about the holiday season than by giving back. You may know Rebalance as an investment firm with a team of individuals passionate about helping hardworking people retire with more. What you may not know, is that our firm members extend that same helpful attitude beyond the workplace, and into… Continue reading →

Jack Bogle, the founder of the massively ayuccessful (and just plain massive) Vanguard Group, recently said his former company is perhaps getting too big for its own good. And big it is. The house that Jack built took in $276.2 billion so far this year, more than its eight largest competitors combined. Much of that… Continue reading →