Personalized Service
At your service...
At Rebalance IRA, our client relationships are very much like our retirement investments: stable, dependable, valuable, and long-term. You will have the same advisor as long as you are a member of the Rebalance family. We will be with you every step of the way: checking in with you, and looking out for you. From timely reminders to annual checkups, or just to see how your kids are doing, you will know that we are paying attention.
Meet the Team
In the News
Our very own Burt Malkiel first introduced the idea of passive investing over 40 years ago with his game-changing book A Random Walk Down Wall Street. Passive investing has since been embraced by the investment world and serves as the foundation of Rebalance IRA’s investment methodology.
In this interview on the CBS Washington DC affiliate WUSA, our own Scott Puritz discusses the benefits of adding funds to your retirement accounts, how most Americans underfund their retirement savings, and, of course, why Rebalance IRA is the gold standard of retirement investing.
The New York Time’s Ron Lieber discusses the problem of getting premium investment service without having a premium retirement portfolio. His exploration reveals a gap between high-end institutional-style investing and the high-fee world of actively-managed mutual funds. Rebalance IRA, he concludes, is here to fill that gap.
Our own Charley Ellis discusses with CNN Money how investment fees can actually be higher than they first appear, how bonds aren’t as safe as they once were, and if you’re paying a money manager to try to actively ‘beat the market’, don’t. Invest with a company like Rebalance IRA instead.
With rates historically low, bonds — the once ‘safe’ investment —no longer look so safe. How to achieve a reasonable rate of return while still keeping volatility low? Our own Burt Malkiel suggests a diversified collection of dividend-paying equities, much like what’s offered at Rebalance IRA.
True to our core values of high returns through low fees, Rebalance IRA and MarketRiders founder Mitch Tuchman discusses with CNN’s Christine Romans how even relatively small fees can rob your IRA of almost 50% of its value over time.
In this piece, MarketWatch taps two members of our Investment Advisory Board, Burt Malkiel and Charley Ellis, to share 3 investing rules to rescue your retirement- costs matter, rebalance your portfolio regularly, and indexing wins the ‘losers game’.
“Mitchell Tuchman has credentials that would open almost any door on Wall Street. Despite his Harvard MBA and the smarts he brought to the table, Tuchman came away convinced it’s a sucker’s game to try to beat the market. But plenty of financial planners and money managers rake off big fees just for trying.”
The Associated Press takes a look at the long-term savings benefits of IRAs, and why the lack of expert management advice leaves many individuals missing out. The solution for optimal retirement planning? A service that helps IRA owners expertly manage their retirement accounts. A service named Rebalance IRA.
“The best book about investing? The answer is simple: Winning the Loser’s Game. Using compelling data and pithy stories, Charley Ellis has captured beautifully the most important lessons regarding investing…a must-read!”
F. William McNabb III, CEO, Vanguard
Rebalance IRA Investment Advisory Board member, Burt Malkiel, accepts an award for his landmark book A Random Walk Down Wall Street and discusses some of the key concepts of our investment methodology: index funds, low fees, and the futility of trying to beat the market.
New York Times Business Day columnist Tara Siegel Bernard compares several online IRA portfolio management platforms. Her conclusion? ”If I could create a rebalancing tool from scratch, however, it would look a lot like the MarketRiders.” We couldn’t agree more.
Using the 2009 financial crisis as an example, Rebalance IRA and MarketRiders founder Mitch Tuchman spreads the word by hammering home the importance of well-considered asset allocation over “stock picking” and market timing.
In this recent Op-Ed piece for the Wall Street Journal, Rebalance IRA Investment Advisory Board member Burt Malkiel discusses our core philosophy of diversification and the increased importance of low-fees in a low-return market.
Our very own Charley Ellis weighs in at the process of rebalancing your portfolio in the post-crash investment landscape of low yield, high-cost bonds. Does it still make sense? In short, ‘yes’ and Rebalance IRA knows just how to do it.