Blog Archive

The 60-40 Investment Strategy Is Back After Tanking Last Year

With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors. Source: The Wall Street Journal April 12, 2023. The 60-40 Investment Strategy Is Back After Tanking Last Year The recovery has emboldened investors who didn’t… Continue reading →

 

Secure 2.0: Wide-Sweeping Retirement Legislation Passed by Congress

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At Rebalance, we strive to make investing and saving for retirement smoother, safer, and easier for our small business owner clients and their employees with our BetterK solution. The recent passage of the new Secure Act 2.0 aims to expand access to retirement plants, increase retirement savings, help Americans preserve income, and streamline retirement plan… Continue reading →

 

The Biggest Changes for A Random Walk

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

Protecting Against Inflation

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

There is No Crystal Ball

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

Dollar Cost Averaging is an Investor’s Friend

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

How Index Investing Caught On for Investors

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

The Beginnings of a Best-Seller

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Professor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading →

 

The Rebalance Team is Improving Investing Literacy Across the U.S.

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In February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike. Several of our team members were invited to participate on panels and presentations focused on… Continue reading →