The reason “bond king” Bill Gross was destined to depart from his own company, Pimco, isn’t so hard to understand. His Total Return fund had some good years and some great years, sucked in hundreds of billions in assets and got very, very big. Bigger than the economies of developed countries kind of big. As Jim… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee how rebalancing lowers risk. Continue reading →

Many smart people have spent years trying to explain exactly why active management can’t keep up with the investment indexes. Leave it to Eugene Fama, the University of Chicago researcher and Nobel Prize winner, to make things painfully simple. It’s nothing more than slicing a pie. If I get a bigger piece, everyone else is… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on what attracted him to Rebalance and the Rebalance mission. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on the simple math of retirement compounding. Continue reading →

It’s easy — extremely easy — to overestimate your audience. The key to great public speaking is not simply to make eye contact and move around the room but to study your listeners before you speak, before you even write your remarks. Financial advisors miss this a lot. They take hundreds of hours of licensing… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on how rebalancing is as easy as driving. Continue reading →

You don’t need a time-traveling DeLorean to see the value in a good idea from the past. A great “back to the future” type of 401(k) plan popular in the ’80s is being revived, one that promises to take a lot of pressure off small business owners and their employees. Known as pooled 401(k)s, these… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on how mutual fund performance can be manipulated. Continue reading →