Professor Burton Malkiel of the Rebalance Investment Committee on how investment advisors mislead retirement savers. Continue reading →

For all the talk about “smart” money and “dumb” money in investing, you would think that money had a mind of its own. A curious twist in the year-end results of some hedge fund tracking ETFs, however, shows just how strikingly random a year’s returns can be. As Burton Malkiel points out, the relevance of a given year’s performance vs.… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on the thought process that lead him to index investing. More index investing tips from retirement pros. transcript I’m a big believer in indexing, which is one of the reasons why I’m working with Rebalance. And a lot of times people say, “But why do you… Continue reading →

A popular article making the rounds on the Internet refers to 2014 as “the year that nothing worked.” I beg to differ. Patient investing through a low-cost portfolio of index funds worked just fine. I have no quarrel with the author of the piece and find his commentaries informative, which is what online content should be.… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing. Continue reading →

Every year in the investing business a load of flashy new books comes out, each penned by a young money manager or market observer looking to make his or her mark. Some sell well, often in direct relation to the author’s appearances on financial TV shows. Some disappear in short order and end up in… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments. Continue reading →

If you want bad news about your prospects for retirement, it’s pretty easy to find. Just click on any financial news site and you’ll find headline after depressing headline. The statistics are dismal, but there is good news to be heard and it comes through loud and clear in a new book by Charley Ellis, one… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on why investors should choose Rebalance. Continue reading →