Blog Archive

Burt Malkiel Explains How Your Investment Risk Has Changed

Investment Risk Has Changed, So Should Your Portfolio: Burton Malkiel

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Investment risk has changed dramatically in the past few years, so much so you might not even recognize the risks implied by owning a “standard” stock-and-bond portfolio, warns Burton Malkiel, the Princeton professor who wrote the investing classic A Random Walk Down Wall Street. Malkiel literally wrote the book on long-term stock investments. Random Walk is in its… Continue reading

 
Long-term investment best practices for retirement

Why Is Retirement Investing So Emotional?

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Managing Director, Mitch Tuchman explains why retirement investing is so emotional. Continue reading

 
Financial planning gives you a sense of control over life

What If I Have A 401(K) Plan With My Current Employer?

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Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading

 
Stock Correction An Opportunity: John Bogle

Stock Correction An Opportunity: John Bogle

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When is a stock correction good news? Almost always — if you’re a long-term investor, says John Bogle. The Vanguard Group founder offers this simple advice for anyone thinking of selling as stocks declined earlier this week: Don’t fall for it. “I’ve seen turbulence in the market,” he told CNBC. “This is not real turbulence.” That doesn’t mean… Continue reading

 
How often should I speak to my retirement financial advisor?

Why Did You Co-Found Rebalance?

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Scott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading

 
Wall Street Fights To Keep Hidden, $17 Billion Retirement Tax

Wall Street Fights To Keep Hidden, $17 Billion Retirement Tax

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If you haven’t been following the debate on Capitol Hill over the cost of retirement investing, well, I don’t blame you. It’s a dense topic and not top of mind for most folks as summer winds down and back-to-school begins. Yet you should be paying attention: If Wall Street prevails in its campaign to water down proposed… Continue reading

 
Your path to a financially secure future

The People Of Rebalance

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Mitch Tuchman, Managing Director, explains why it takes a very special person to work at Rebalance. Continue reading

 
Retirement Investing Needs No-Haggle Pricing

Retirement Needs No-Haggle Pricing

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Information is power. If you doubt that when it comes to retirement, just consider how much having information has changed your life for the better, thanks to the Internet. Say you need to buy a new car. The dealer obviously has a lot of unspoken incentives. He’s likely to give you a break on one… Continue reading

 
Financial planning gives you a sense of control over life

Helping Clients Feel In Control

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Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading