Professor Burton Malkiel of the Rebalance Investment Committee shares some simple strategies for saving more for retirement, even if you think you can’t budget for saving. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on the most useful service a financial advisor can provide — a sounding board and trusted feedback so that your investments fit your goals. Continue reading →

If you’re serious about college basketball, you’ve already downloaded a blank bracket and filled in your 68 teams, the outcomes through to the Final Four and the championship NCAA game on April 7. And you nearly certainly will be wrong. Way, way wrong. But you already knew that and filled it in anyway because your… Continue reading →

Every investor wants to know the secret to getting above average returns in their retirement portfolio. After all, an individual’s IRA is the product of decades of hard work and careful planning. Deciding on an investment strategy is one of the most important financial and life decisions a person can make. Research has shown that… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, explains the power of compounding using the simple story of the Indian sage who asked for payment in grains of rice on a chessboard. Continue reading →

If you follow the career of billionaire investor Warren Buffett, you likely have kept up on the succession chatter of late. After all, Buffet is 83 now. Sooner or later, someone will take the reins at his firm, Berkshire Hathaway, and that person will pick up the mantle of his amazing performance over the years.… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on how greed drives bad decisions among investors, including marketing timing and purchasing popular funds whose price have been driven too high. Continue reading →

Anyone who goes to business school learns a basic rule of decision-making: Understand your opportunity cost. It’s a hard lesson. Opportunity cost means fully calculating the return on two or more options, then choosing the best path forward. Here’s a quick case study: A manager believes that locating a plant in South Carolina is likely… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee breaks down the thinking behind a simple stock-to-bond asset allocation and how to adjust those ratios for your personal investment time horizon. Continue reading →