Will there be a Santa Claus rally this year? The hedge funds better hope so. Just owning the market in an index fund is set to demolish active managers once again, according to data from the University of Pennsylvania. Importantly, this is not just a game in which the clock has run out and managers get to… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on what to do with 401(k) money when changing jobs.  Continue reading →

There’s just three years left in the 10-year bet between billionaire Warren Buffett and a New York hedge fund firm, and it seems clear that Buffett will win handily. More investment magic from one of the world’s richest men? Not at all. Buffett’s side of the bet was one anybody could have taken: Buy the… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on how index investing began. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on retirement investors and asset allocation for retirement. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on how time-based investing makes money in the market. Continue reading →

Billions of dollars in retirement assets have been leaving active managers’ hands in favor of index funds. New data from Bank of America shows why: So far this year, just 17.7% of active managers have bested the large-cap index benchmark. Last year, the percentage of “winning” managers was 40.5%, reports the bank. As a result,… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee offers his most essential advice for investment success. More tips from experienced retirement pros. Trancript When people ask, “What’s your investment philosophy and how’d you get it?” I think it’s important to recognize I’ve had little over 50 years of the most extraordinary educational opportunity anybody ever… Continue reading →

Billionaire investor Warren Buffet and his partner Charlie Munger get a lot of investment ideas thrown at them. And every idea ends up in one of three boxes: One box is marked “In.” Those are the ideas the duo feels might work. A second box is marked “Out.” That’s for ideas Buffett and Munger agree… Continue reading →