Professor Burton Malkiel of the Rebalance Investment Committee on his fellow Investment Committee members. Continue reading →

How important are fees to your retirement plan’s success? As Vanguard founder John Bogle pointed out in a recent discussion with analysts, it’s really all that matters. Fees easily wipe out a huge portion of the yield on stocks, he said, more than 63% of  your money. That’s the real danger to retirement savers, especially… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on the how index investing wins. Continue reading →

It has been a rough October, the kind of month that has many retirement investors stopping to take stock of their assumptions. Too often, though, they react to “down” months like this one by making wholesale changes to their investments. Can you make the right move at the right time? Can anybody? Princeton’s Burton Malkiel, author… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on the biggest investor mistakes he sees. Continue reading →

Amid all the of doomsday predictions and fearful hand-wringing about the stock market, the knowing chuckle of billionaire investor Warren Buffett once again puts panic into context. Of course he’s buying stocks. Prices are falling, so why not? Like with his famous “hamburger quiz,” the best time to buy any asset is when it’s cheaper,… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee active trading works against us. Continue reading →

John Bogle, founder of the Vanguard Group, recently explained the unavoidable mathematical reason why passive wins over active in retirement investing: You keep more of your own money invested, and it compounds in your favor, not Wall Street’s. Fees paid to active managers end up equaling a huge amount of lost return, up to 80% of your gains over… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on who would benefit most from investing with Rebalance. Continue reading →