Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re just not sure it’s what you want. You wonder if breaking up is worth the… Continue reading →

Rebalance has always put our clients’ interests front and center, with a passionate commitment to providing retirement investment management at the highest levels of professional and ethical standards. In addition, our firm, as a Registered Investment Advisor, is regulated by the SEC and adheres to a strict fiduciary legal standard. We are pleased that the Department… Continue reading →

This week on the Retire With More Show we were honored to have Paul Sullivan as our guest. Paul writes the Wealth Matters column for the New York Times and recently released his second book, The Thin Green Line: The Money Secrets of the Super Wealthy, published by one of the best publishers in the country, Simon… Continue reading →

Scott Puritz, Managing Director of Rebalance, discusses ways to successfully help clients achieve their retirement goals. Learn how to retire with more. transcript Scott Puritz: The key to successful retirement investing is to think about it as a marathon, a long-term endeavor. We help clients retire with more by providing them with low-cost proprietary portfolios, establishing the right plan that… Continue reading →

In all of my years of investing, I have never seen a vehicle as tax efficient as exchange-traded fund (ETFs), particularly when they are held in a thoughtful portfolio and regularly rebalanced. ETFs beat the tar out of mutual funds and individual stock holdings, and you owe it to your heirs — if not yourself… Continue reading →

This week on the Retire With More Show we were joined by financial journalist and author Mark Miller. Mark is a retirement columnist for Reuters, Morningstar and AARP The Magazine and he is the Sunday Editor of the Chicago Sun-Times.  A nationally recognized expert on trends in retirement and aging, Mark helps bring some light to the… Continue reading →

In any other industry you might assume that a move toward transparency and a client-centered approach would be a given. Not on Wall Street. For the stock brokers of the world, it’s borderline heresy. John Thiel, the head of Merrill Lynch Wealth Management, found out just how unpopular the idea of “clients first” can be after making… Continue reading →

An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be contract work as a long-term career for millions of Americans. And because of this trend,… Continue reading →

What’s a reasonable return on your investments, in your estimation? Do you think of 10% as a good outcome, maybe a little more? Not if you’re billionaire businessman Sir Richard Branson. The founder of Virgin Airlines, among many other companies, is a lifelong entrepreneur who knows a thing or two about risk and reward. Talking… Continue reading →