Rebalancing

Life is all about balance, amirite?! Keep your 401k in check without lifting another finger.

First things first

Your first rebalance may be a doozie. Here’s where we take all your funds, mix it with your retirement goals, apply our genius and bang out a portfolio to get you back on track. We go above and beyond to put together the best mix of stocks to bonds with the lowest fees based on the funds available in your retirement plan.

Checklist

We're ready for anything

We automatically rebalance your portfolio regularly. So next time your employer stops offering a certain fund, or your retirement goals change… we are primed and ready to get you back on track.

Need help staying on track to retirement?

Swiss Army Knife

Staying strong and steady

Our methodology is built off long-term market data, designed to keep your boat afloat no matter where the tides may take you. Aye, aye captain!

Worried about market ups and downs?

Captains Wheel

Breaking the mold

This is not cookie-cutter investing. Cerulli Associates estimates that by 2019 nearly 90 percent of new 401k contributions will be invested in Target Date Funds.¹ Not a bad option in theory, however, these products are often loaded with (gag) fees. Also, they may lump everyone’s risk tolerance together—assuming all retirement planners are in the same boat. Naaaawwt exactly.

Is your target date fund ripping you off?

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See how easy the right advice can be

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