It’s a question you hear over and over in the investment business: Why buy low-cost index funds when there are active managers out there beating the market silly? And there are, absolutely, some managers and funds that have long and amazing track records. Warren Buffett is the obvious example, but there are also funds with… Continue reading →

What makes you happy about your working life? Is it achieving a larger goal while making money? Or is it having coworkers to share your ups and downs? Now take all that away. There is no office, no meetings, no quarterly or annual goals. No coworkers and, obviously, no paycheck. Retirement is here and it is real. For… Continue reading →

Want people to trust and admire you, maybe even fall in love with you? Never pull your punches. It’s a contrarian approach to life, and possibly the hardest thing to do when it comes to money and investing, but owning up to what’s going wrong is crucial, say an expert who studies the investing style… Continue reading →

Esteemed New York Times finance columnist, Ron Lieber, recently wrote an article highlighting the many positives that a “gap year” can bring for prospective college students. In his in-depth column, Lieber argues that a gap year can empower young people to make their own life decisions; a year to take time to work toward goals, volunteer, or travel,… Continue reading →

Retirement investing is a difficult topic for many of us, and not just because of complexity. Rather, our emotions tend to get the better of us. Like starting up a huge mountain, the work of creating a retirement nest egg seems impossible. So we tend to shut down and think about other things instead. Kids,… Continue reading →

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

Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →

Iconic performer Bruce Springsteen is out with a memoir of his life in music, unsurprisingly entitled Born to Run. It’s his first attempt to capturing his own story, although many others have written it before, some even writing him off. One biographer joked that he was “too old to rock” in 1989 — 27 years… Continue reading →

Investing legend Charley Ellis, a treasured member of the Rebalance Investment Committee, has spent decades challenging assumptions. His seminal paper on investment strategy, first published in 1975, later became the bestseller Winning the Loser’s Game, now entering its seventh printing. In that paper and later in the book, Charley proposes the disarmingly simple idea that investors… Continue reading →