Rebalance

Rebalance www.rebalance360.com manages your investments with some of the lowest fees in the industry. We can save you 45% to 72% on average!

OUR PROMISE

Rebalance manages your retirement investments with some of the lowest fees in the industry. We can save you on average 45% to 72% in annual fees. And when it comes to saving for retirement, even small reductions in fees can make a big difference in the size of your retirement nest egg. OUR PEOPLE

At Rebalance, the people you see on our website, or on CNN, or the New York Times, or

perhaps presenting expert testimony to the U.S. Senate, are the same people who pick up the phone when you call. And we’re the same people who help guide you through all of life’s important decisions. That’s because while our service is financial, our approach is personal. OUR PROCESS

Every Rebalance client holds a portfolio comprised of a collection of globally diversified funds selected by our experienced investment committee to work together as a balanced whole. Over forty years of research has shown that this type of balanced, diversified investing helps reduce risk and improve overall returns.

Rebalance's Matt Jude, CFP®, ECA has written a brilliant piece on Target Date Funds so that you can understand the benef...
07/15/2024

Rebalance's Matt Jude, CFP®, ECA has written a brilliant piece on Target Date Funds so that you can understand the benefits, dangers and alternatives.

Read it below:

The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also known as equity) in their company as a part of their payment and benefits

Rebalance's Christie Whitney CFP™ has written a fantastic blog post on Roth IRAs and how have tax flexibility in your la...
07/08/2024

Rebalance's Christie Whitney CFP™ has written a fantastic blog post on Roth IRAs and how have tax flexibility in your later years is a gift that keeps on giving.

Learn more here:

The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also known as equity) in their company as a part of their payment and benefits

Charlie Munger, vice chairman of Berkshire Hathaway, passed away last November, just before his 100th birthday. Munger a...
07/03/2024

Charlie Munger, vice chairman of Berkshire Hathaway, passed away last November, just before his 100th birthday. Munger and Warren Buffett promoted long-term investing and the Rebalance approach. Read Jason Zweig's tribute to Munger here:

With recent global financial turmoil, what should investors do? NYTs columnist Ron Lieber and Rebalance share the same strategy: “embrace inaction.”

In his Wall Street Journal piece, Spencer Jakab explores how haphazard stock selection, inspired by Burton Malkiel’s ide...
06/04/2024

In his Wall Street Journal piece, Spencer Jakab explores how haphazard stock selection, inspired by Burton Malkiel’s ideas from “A Random Walk Down Wall Street,” demonstrates the surprising success of random stock picks over expert fund managers.

With recent global financial turmoil, what should investors do? NYTs columnist Ron Lieber and Rebalance share the same strategy: “embrace inaction.”

The “backdoor” Roth IRA presents a tantalizing solution for those keen on maximizing savings, offering tax-free growth a...
05/24/2024

The “backdoor” Roth IRA presents a tantalizing solution for those keen on maximizing savings, offering tax-free growth and withdrawals. Read Laura Saunders’ article from the Wall Street Journal below to learn more.

With recent global financial turmoil, what should investors do? NYTs columnist Ron Lieber and Rebalance share the same strategy: “embrace inaction.”

Our very own Scott Puritz has appeared in the The New York Times today discussing how investment fees can dramatically i...
04/19/2024

Our very own Scott Puritz has appeared in the The New York Times today discussing how investment fees can dramatically impact your retirement planning. Great job Scott!

Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly.

Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for ou...
04/05/2024

Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. This time of year, the NCAA Basketball Tournaments thrill fans and create so much interest that it is estimated one in four Americans fills out a bracket to predict who will win it all.

While there are similarities between investing and filling out a bracket, the stakes are vastly different and require different approaches.

The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also known as equity) in their company as a part of their payment and benefits

Last week, the investing world lost a giant – Daniel Kahneman. A psychologist at Princeton University and winner of the ...
04/04/2024

Last week, the investing world lost a giant – Daniel Kahneman. A psychologist at Princeton University and winner of the Nobel Prize in economics, Kahneman may well have had more influence on investing than anyone else who was not a professional investor. Jason Zweig wrote a lovely tribute to Kahneman in his WSJ column. Check it out.

Last week, the investing world lost a giant – Daniel Kahneman. A psychologist at Princeton University and winner of the Nobel Prize in economics, Kahneman may well have had more influence on investing than anyone else who was not a professional investor. Jason Zweig wrote a lovely tribute to Kahne...

Have you ever wondered if there is a right time to hire a financial advisor? Our Managing Director Mitch Tuchman talks a...
01/29/2024

Have you ever wondered if there is a right time to hire a financial advisor? Our Managing Director Mitch Tuchman talks about the worst time to hire a financial advisor in this new piece he penned for MarketWatch, just published.

Think of financial advice like medical advice

01/10/2024

Rebalance's VP of Investment Advice and Director of Financial Planning, Christie Whitney, was recently interviewed by Kiplinger's Personal Finance for an article about 401(k) Rollovers. Check out her comments in this informative article found on pages 9 and 10 of Kiplinger's February issue:

https://my.kiplinger.com/pdf/kip/index.php?file=KIP2024_02.pdf

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530 Lytton Avenue, Ste 200
Palo Alto, CA
94301

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