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NPR Marketplace June 2017

Rule Protecting Retirement Savings Goes into Effect

Starting June 9, a new rule goes into effect that raises the standards for investment advisers. The Department of Labor’s fiduciary rule, as it’s known, simply says investment managers have to put the best interest of their clients first. “There… Continue reading

Burt Malkiel on which investment do best over time

PBS Wealthtrack Showcases Rebalance IRA

PBS showcases Rebalance IRA on the award-winning finance show WEALTHTRACK. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices. Continue reading

High fee retirement investments cost you a third of your savings

Rebalance IRA on NPR’s Morning Edition

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. Continue reading

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