Scott Puritz, Managing Director, describes the type of investor that can benefit the most from working with Rebalance. Continue reading →

An astonishing $32 trillion in securities changes hands every year with no net positive impact for investors, charges Vanguard Group Founder John Bogle. Meanwhile, corporate finance — the reason Wall Street exists — is just a tiny slice of the total business. The nation’s big investment banks probably could work for less than a week and take the rest of… Continue reading →

Some people show up late at a party to make a grand entrance. Others just don’t want to be the first to arrive. Either way, if you breeze in when the party is in full swing you can start socializing without missing a step. It sure beats showing up early and feeling awkward. Unfortunately, what’s… Continue reading →

Mitch Tuchman, Managing Director, explains how Rebalance helps clients stay balanced during their annual check up. Continue reading →

Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →

I talk to dozens of people each week about their investments. After a while, you begin to notice a peculiar similarity among many of them. They’ve had the same retirement advisor for years, yet they strongly distrust that person. It can be hard for them to discuss it, as if they suffer from a financial version of… Continue reading →

Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading →

A longtime golfer once told me that the difference between a great amateur and a true professional is pretty easy to spot: At the end of a tournament, the duffer hits the 19th hole to relax. The pro gets some water, changes and heads to the range to hit buckets until closing time. They compete all… Continue reading →

Managing Director, Mitch Tuchman, explains what robo-advisors are and how Rebalance is different. Continue reading →