Would you rather spend your hard-earned money on coffee or your financial future? The answer may seem obvious, but it isn’t evident in a recent poll amongst millennials. In this short blog post, Food Network’s Amy Reiter details the startling results of a “coffee versus retirement” survey, which emphasizes an often talked about point – the need… Continue reading →

Jack Bogle, the visionary founder of Vanguard Group and father of index investing, has this to say about rumblings that the incoming Trump administration could kill the fiduciary rule: Don’t bet on it. Far from shrinking back, the Department of Labor’s fiduciary rule protecting retirement savers — which takes full effect in April — is likely… Continue reading →

Iconic billionaire Warren Buffett is sitting in the driver’s seat of a Buick SUV, talking to the drive-through cashier at a McDonald’s. “I’ll have a Sausage McMuffin with an egg and cheese,” he tells the grinning young woman, who clearly recognizes him and spots a documentary camera operator in the passenger seat. He probably orders… Continue reading →

The 2016 election has come and gone, and now a new President sits in office. For investors, it is increasingly clear that we have a elected a person who is perfectly willing to use social media to express himself, even tweeting about specific companies. That can do a lot of crazy things to a retirement portfolio in… Continue reading →

Predicting the future is impossible. Nobody, literally nobody, knows what will happen next. Yet back on Jan. 7 of this year Wharton’s Jeremy Siegel made an observation about stocks. “I actually think we’re going to get 8% to 10% this year,” Siegel told CNBC then. “I don’t think it’s going to be all that bad.” We… Continue reading →

Jack Bogle, the founder of Vanguard Group and father of index investing, doesn’t see the “Trump trade” lasting forever and cautions investors to avoid chasing returns. Asked about a potential rotation from bonds to equities, Bogle agreed that the markets seemed to be embracing a potential increase in government spending under a President Trump. But… Continue reading →

We are proud to announce that Rebalance’s renowned retirement advice radio show, Retire With More, has just received the iTunes stamp of approval, and is now a full-fledged iTunes podcast! Within each episode, my co-host Johnathan Rothman and I provide answers to your retirement investment questions with special guests curated to each show’s theme. This radio series is… Continue reading →

Recently, Time’s Money Magazine crowned Rebalance Retirement Investment Committee member one of their “Money Champions” of 2016. Find out why, and how Rebalance clients benefit from Charley’s expertise. Continue reading →

Bill Miller is not a household name to most people, but he certainly earned his keep over the years as a fund manager at Legg Mason Capital Management. Miller made his name by beating the S&P 500 Index for 15 consecutive years, a nifty feat and one that is remarkably difficult to repeat. But it… Continue reading →