Part 2 of Rebalance Managing Director Scott Puritz’s talk with financial luminary Charley Ellis about his latest book his ideas about investing in stocks and bonds in the current market, and what he tells his own children about the investing life. Continue reading →

How can you achieve higher returns in a low-interest rate environment? In his op-ed for the Wall Street Journal, Rebalance Investment Committee member Professor Burt Malkiel explains how. Now that central banks have pushed short-term interest rates to zero or even to negative readings, all asset prices have risen to unusually high levels and prospective future returns… Continue reading →

In an interview with Bloomberg TV, Vanguard Group Founder Jack Bogle lowered the boom on critics of index investing and low investing fees. “Idiotic” is how he characterized one research analyst’s viewpoint. “Totally wrongheaded.” I can only imagine how that poor analyst must feel about now, having the dean of American investing call him out… Continue reading →

The following is a brief excerpt from my forward for the incredible new book The Index Revolution by Rebalance Investment Committee member, and my colleague, Charley Ellis. Continue reading →

As the cooler air of fall sets in, a lot of us are feeling a mixture of dread and relief over our strange and seemingly endless presidential campaign season. We have only a couple of months to go before voters settle on either Hillary Clinton or Donald Trump. The dread comes from not knowing how much more intense things… Continue reading →

It always amazes me when people make the case for actively managed investment funds. If you understand the evidence against active trading — and in favor of index investing instead — it takes a heap of willful ignorance to keep believing. I understand why, though. Often, proponents of active management are investors of a certain… Continue reading →

Transparency is a fancy word you hear a lot when it comes to corporations and government, but it just means being clear with people. Say what you do, then do what you say. It couldn’t be simpler, but nothing is simple once money is involved. And the more money at stake, it seems, the less… Continue reading →

July was a bright spot for mutual fund managers who insist that stock picking is the way to make money. Sixty-seven percent of large-cap stock pickers beat their benchmarks while small-cap managers did their best so far this year, with 43% of them beating their index. Deal me in, right? Except that those July numbers were… Continue reading →

Funny how obvious things can be in the rear-view mirror. Jeff Bezos, founder of online retail giant Amazon, recently saw his wealth surpass that of investing legend Warren Buffett. Separately, Buffett’s own wager on the broad stock market index against a collection of hedge funds continues to embarrass the supposed “smart money” at those funds. There are some very… Continue reading →