Expert Retirement Advice and Service
The power of two...
dedicated to you.
Rebalance IRA pairs each and every one of our clients with a seasoned retirement investment advisor and a highly qualified retirement service representative. They're your own personal retirement team, monitoring your money and your situation, ensuring that you are always on track to achieve your retirement goals. It's a five-star approach used by elite wealth management firms for their institutional and high-wealth clients, and for good reason. It works—providing highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally.Learn More
In the News
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.
The Baltimore Sun showcases an opinion piece co-authored by Rebalance IRA Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. This op-ed examines the U.S. Dept.of Labor’s proposed rule designed to make retirement investing safer.
The Wall Street Journal’s Jonathan Clements discusses the growing popularity of indexing and the resulting downward pressure on investment management fees. He showcases Rebalance IRA and our Firm’s focus on meeting the retirement investing needs of clients 40 and older.
Rebalance IRA Investment Committee member Charles Ellis chats with the Wall Street Journal’s Jason Zweig about why now it is virtually impossible to beat the stock market, and attempting to try is an expensive and futile endeavor. As a result, investment fees will be going down.
Known as one of the “few great investment books” ever written, Rebalance IRA Investment Committee member Burt Malkiel’s completely revised and updated edition of A Random Walk Down Wall Street, accentuates our investment methodology of using low-cost, diversified index funds, guided by efficient market theory.
Rebalance IRA Investment Committee member Professor Burton Malkiel talks with NPR’s Robert Siegel about his best-selling book, A Random Walk Down Wall Street, and stands by his central message: investors who buy index funds do better than all the stock pickers and Wall Street pundits.
Our own Mitch Tuchman speaks with TIME’s Bill Saporito about pension fund CalPERS’ recent decision to move more assets into passively managed index funds, saying their actions prove they can’t beat the market, “and even if they can, their fee structures are overwhelming.”