Live Well & Retire With More

Mark Miller of the New York Times invites Rebalance Managing Director Scott Puritz onto his Retirement Revised podcast to discuss stranded 401(k)s. On the podcast, Scott reveals exactly why investors should always rollover their 401(k) accounts (especially if there are multiple) into their rollover IRA.

Rebalance's Chief Investment Officer Mitch Tuchman presents the Winter 2019 Conference Call. In this call Mitch answers client and listener questions and explains what retirement savers can learn from a world-class poker player.

Rebalance’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Fall 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Invest in Happiness in which Mitch Tuchman illustrates how a better approach to investing can motivate one to focus on the more important aspects of their personal life.

Rebalance’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Summer 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Do Without Doing in which Mitch Tuchman urges investors to take a tao-inspired approach to their savings. This principle, to "act without doing harm," can help nest-egg savers invest methodically rather than emotionally (and save big in the long run).

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Spring 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Ignore the Siren Song in which Mitch Tuchman compares the allure of active management to that of the siren song in Greek mythology. The temptation to jump in and out of the market may seem irresistable, but ultimately can prove fatal to your investment returns.

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Winter 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Broken Crystal Balls in which Mitch Tuchman discusses the unpredictable nature of the stock market, and why our firm advises clients to "stay the course" no matter how much investing may feel like a rollercoaster.

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Staying Safe in which Mitch Tuchman discusses how our firm works with clients to ensure adequate risk versus reward, even within a challenging market.

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Summer 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Pelotons and Portfolios in which Mitch Tuchman compares Rebalance IRA's strategic asset allocation to the function of a bicycle peloton in how it optimizes client portfolios.

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Spring 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Are You the House, or the Drunken Guest? in which Mitch Tuchman aptly compares Wall Street brokers to gamblers at a casino, and explains how Rebalance IRA helps clients “match the house” via a smart, time-tested approach to investing.

Rebalance IRA Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Winter 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, "Fake News: Wall Street’s Sleight of Hand" in which Mitch Tuchman discusses how big brokerages can often mislead consumers with manipulated data, and how Rebalance IRA's fiduciary responsibility guarantees clients an open and honest financial relationship.