It’s that time of the trading year when nobody seems to know what to make of the numbers. Stocks are down, bonds feel high, the economy sends mixed signals. Desperate for direction — any direction — investors attempt to guess the next move of the Federal Reserve (raise rates at last? stick to nearly zero?)… Continue reading →

Managing Director Scott Puritz shares how Rebalance builds trust with clients.  More on how Rebalance provides clients with peace of mind. transcript We build trust with our clients first and foremost by listening to them and fully understanding what’s going on in their lives and what they need from their retirement investing. Second, every one… Continue reading →

Mitch Tuchman, Managing Director, describes the initial interview that every client has when they first sit down with their financial advisor.  More on the Rebalance approach to retirement investing. transcript In our initial interview with a client, we’re trying to figure out a few things. What is the end result? In other words, what does retirement… Continue reading →

There’s an old Arab saying: “If a camel gets his nose in the tent, his body will soon follow.” It’s a great, funny metaphor. You can picture the curious nose of the camel poking in, then the neck and, before long, all the rest of it. In English we would say “Give them an inch and… Continue reading →

The following opinion editorial, originally published in The Baltimore Sun, was co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. The editorial examines a proposed U.S. Department of Labor rule designed to make retirement investing safer. You can hardly blame an industry for defending… Continue reading →

Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance, we’ll reach out to them by phone and talk to them to make sure that… Continue reading →

Whatever you think of Donald Trump the presidential candidate, Donald Trump the TV personality or Donald Trump the businessman, there’s little doubt he is rich — private-jet-and-helicopter rich. A lot of smart people have tried to nail down exactly how rich. The consensus seems to be somewhere between almost $3 billion (the estimate from Bloomberg News)… Continue reading →

Does $17 billion sound like a lot of money to you? It should. That’s how much in profits Wall Street stands to lose if a proposed rule in Washington is enacted. All that has to happen to stop the rule…is nothing. The defenders of the status quo need only drag their feet hard enough. If… Continue reading →

You’ve probably seen the many glib online articles which purport to explain how billionaire investor Warren Buffett became one of the world’s richest men. You know, “three stocks Buffett loves” and so on. It’s not that simple and you know it. While Buffett’s methods are public knowledge, adopting his approach to investing is no walk… Continue reading →