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 own Mitch Tuchman shares the results of a Rebalance IRA-commissioned survey with The Wall Street Journal. The startling consensus: nearly half of people in their fifties and sixties working full-time believe they don’t pay any fees in their retirement savings accounts.
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 very own Charley Ellis shares his perspective with Financial Analyst Journal on why investors are shifting to indexing over active investing, and the opportunity for good performance that can stem from an appropriate, long-term investment program.
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.”
Our own Mitch Tuchman highlights the golden rule of Modern Portfolio Theory, and the guiding principle for Rebalance IRA: keep measured exposure across all asset classes by taking the growth from top-performing classes and putting it into classes that underperform.
Marking the five-year anniversary of the fall of Lehman Brothers , our very own Mitch Tuchman offers up some valuable advice regarding the market, risk, and what we should have learned from the nation’s worst financial crisis since the Great Depression.
“You can’t control what markets can do, but you can control the costs you pay,” explains Burt Malkiel in this Wall Street Journal Opinion piece. “The quintessential low-cost investment vehicles are index funds, which should comprise the core of every investment portfolio.”
Carolyn Geer of the Wall Street Journal takes a look at some of the important factors when considering investing in an IRA. Her top 3? Make sure IRA firms are acting in your best interest, not theirs; be certain that the IRA fees are clearly advertised; and verify that your IRA is globally diversified.
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.
NPR’s Uri Berliner takes $5,000 of his own savings and puts it to work. That’s why he contacted our own Charley Ellis. His advice: The high expense ratios of actively managed mutual funds make it practically impossible to beat market returns, so don’t try. Go with a low-expense service such as Rebalance IRA.
“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.
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.
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.
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.
Despite an increase in apparent market malfunctions, our own Burt Malkiel makes the case that markets are working exactly as they should—further underscoring our passive-investment philosophy: that over time, market returns are good returns and the best reaction to short-term volatility is no reaction at all.
An esteemed member of our Investment Advisory Board, Charley Ellis explains to Consuelo Mack of Wealthtrack how trying to beat the market is a ”loser’s game” and proffers some advice on how to make the most out of your investments straight out of the Rebalance IRA playbook.
Business Day Columnist, Ron Lieber preaches to the Rebalance IRA choir by reinforcing the value of index-based investing. Talking with our founder Mitch Tuchman, Ron compares online index-based investment tools and concludes: “That’s why I like a service called MarketRiders.” We agree.