Jay Vivian, former managing director of the IBM Retirement Funds, shares the research on portfolio rebalancing and how investor psychology works against portfolio rebalancing in a timely fashion. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee details the Rebalance retirement investing strategy for low interest rates using a diversified mix of bonds and income stocks. Continue reading →

The headlines pulled no punches after a poor January and a tough start to February for stocks: “Brutal” said one, “horrific” said another. The natural human compulsion in such times is to take action. Yet before investors really absorb such headlines, the time for action will have passed. And that’s the problem. The solution, to… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on how to treat rollovers in order to avoid tax penalties and ensure your retirement plan remains intact. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee breaks down the conflicts of interest financial advisors face and explains how stock brokers might not be on your side. Continue reading →

The new Martin Scorsese film The Wolf of Wall Street is riding high. It has been nominated for an Oscar for Best Picture. And, crucially, the movie has made money, an estimated $76 million over its production budget of $100 million. Billed as a black comedy, Wolf tells the story of a “pump and dump”… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee explains how money grows through compounding to build your retirement. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee explains asset allocation in the context of a globally diversified portfolio and how diversification among stock markets leads to better returns. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee explains the clear disadvantages of using actively managed funds rather than indexing. Continue reading →