Rebalance - Low Cost Investment Management

The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple.
Save money today and lower your current income taxes. Take money out later, in retirement, and pay the income taxes then. Enjoy tax-free compounding growth on that money in the meantime....

The recent loss of investing giant and Vanguard founder, John Bogle, got us to thinking about the many books he wrote and which ones meant the most to us.
Here are our top 3 favorites to help inspire you to learn
more about the market, investing, and the incredible impact that John Bogle had...

There are plenty of buzzwords in the investing world, few of them more debated than the idea of active vs. passive investing.
Passive doesn’t not necessarily mean “do nothing.” After all, doing nothing would mean not investing at all!
Rather, we advocate for a thoughtfully structured portfolio process. Our mantra at Rebalance is “portfolio indexing,” the ultimate goal of market-like returns with lower overall risk....

My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch.
It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost of investing....