The word is out! NPR, PBS, CNBC, Fox, the U.S. Senate and many others agree with the Rebalance approach to retirement investing. Continue reading →

It has taken years of effort, but this week the playing field finally was leveled for Americans saving and investing for retirement. Stock brokers now have to act in the interests of their clients, and they can no longer fail to disclose how they are paid and by whom. Hidden fees must end. Known as… Continue reading →

If anybody has the truly long view on retirement investing, it’s Vanguard Group Founder John Bogle. He has retired from his own firm but definitely is still in the fight, by his reckoning well over a quarter century now trying to get retirement investment advisors to do what they say and be legally bound to… Continue reading →

The latest data on our collective preparedness for retirement is out and it’s not great news, as you can imagine. One in four of us has less than $1,000 set aside for retirement, a depressing reality. But there’s good news buried under the oft-repeated scare-tactic headlines. The percentage of us who are at least “somewhat confident”… Continue reading →

Rebalance’s Managing Director Scott Puritz is featured in this U.S. Dept. of Labor video on retirement investing “best practices”. Continue reading →

You won’t find two people with more different approaches to long-term investing than Warren Buffett and John Bogle. Buffett has made billions selecting stocks (even while strongly endorsing index funds for retirement). John Bogle, the founder of Vanguard Group, built his name on not selecting stocks. He didn’t invent passive index funds, but he sure has… Continue reading →

Getting ready to retire can be a strangely stressful time, even for folks who objectively have done everything right in regard to saving and investing. I see this a lot, particularly when it comes to pensions. Over the decades of working, a pension is just something in the background. It’s growing, of course, but the employee… Continue reading →

Jason Zweig, The Wall Street Journal’s “Intelligent Investor” columnist, recently wrote about a curious trend among financial advisors — holding index-style exchange-traded funds. That’s right, owning the index, yet still charging a premium for advice because, well, why not? The argument from the managers is disarmingly simple: While they still make some bets on specific stocks, it’s getting… Continue reading →

Here are a pair of seemingly random investment news headlines. See if you can spot the connection. Warren Buffett, the iconic billionaire investor, has invested nearly $1 billion into the oil business since the start of 2016. Meanwhile, oil market experts are warning that 99-cent gasoline is a real possibility. Do you see the clear… Continue reading →