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
Rebalance IRA Managing Director Scott Puritz, and firm client Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance IRA is transforming retirement investment through its unique combination of world-class financial experts and productivity-enhancing technology.
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.
Rebalance IRA Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair retirement investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’
As a member of the Save Our Retirement coalition, Rebalance IRA has been a strong supporter of the U.S. DOL “Fiduciary” rule, with Managing Director Scott Puritz testifying before the U.S. Senate in favor of these historic pro-consumer protections.
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.