christie whitney

Christie Whitney
I Don’t Make House Calls, But I Care About Your Financial Health


Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not. Every primary practice doctor has this experience. The… Continue reading

Mitch Tuchman
The Stock Market’s Next Move? Might As Well Spin A Roulette Wheel…


The recent stock market news has been downright scary. “Biggest one-day points plunge! Stocks in freefall! Bear market begins!” You’re probably expecting me to say “Don’t worry, everything is going to be fine.” But I won’t — because I can’t.… Continue reading

kathleen kalu-anderson

Kathleen Kalu-Anderson
Paying it Forward: Embracing Life as an Advisor, Mom, & First Generation Filipino-American


Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance IRA has been one of those times when a new challenge and opportunity showed up at… Continue reading

retirement cost

Retirement Is Expensive. Here’s What To Do About It.


You probably think of your own home as your largest expense in life. Perhaps your kids, if you think of them as expenses. A recent study, in fact, estimated that buying a house and raising a child cost about the… Continue reading

How to find a new financial advisor

Breaking Up Is Hard to Do…With Your Financial Advisor


Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re… Continue reading

bitcoin buffett

Heed Warren Buffett’s Warning: Bitcoin Is Pure FOMO


To the surprise of nobody, billionaire investor Warren Buffett isn’t interested in Bitcoin, the electronic currency that has zoomed higher in value over the past few weeks. Bitcoin is a complex idea. Simply put, it’s a virtual currency that is… Continue reading

Wall Street Journal Paying for College

Five Common Mistakes People Make When Paying for College


In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school… Continue reading


John Bogle’s Advice On Stocks Proven Again — By Science


A new study of our innate human biases reinforces the value of diversification when it comes to stock investing. Short version: We just can’t help ourselves when we think we know something. Scientists call this confirmation bias, the unconscious way we… Continue reading

millennial retirement

7 Things Most Millennials Don’t Know About Preparing For Retirement


Recently, Forbes published an eye-opening article about the challenges that millennials face when saving for retirement. For those in their 20’s or 30’s, retirement may seem a lifetime away; however, that time will approach faster than you can anticipate. Read on… Continue reading

male testosterone investment

Testosterone Messes With Your Investing Brain


A landmark 2001 study showed that women outclassed men as investors by nearly 1 percent per year. Now we are coming closer to understanding why: Testosterone interferes with the male investor’s brain. A new study from Caltech, Wharton, Western University… Continue reading

Don’t Fall Into the Market Timing Trap

Don’t Fall Into the Market Timing Trap


One of the more interesting reactions to the Rebalance IRA approach is hearing the ideas people have of “passive” investing and “market” returns, especially investors who still believe in market timing. “Oh, I would never be a passive investor. There… Continue reading

Are Fund Managers Doomed? Warren Buffett Advice

Are Fund Managers Doomed? Making the Case for Passive Investing’s Triumph


Why use index funds? Warren Buffett and Rebalance IRA Investment Committee members Charley Ellis and Burt Malkiel make a convincing argument in this piece for the Wall Street Journal. Continue reading

Your 401(k) costs you far too much money

It’s Your Money, Take It With You, Dammit!


One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading


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