Expert Advisors Archive
Beware Of The Investment ‘Expert’
Jay Vivian, former managing director of the IBM Retirement Funds, cautions against accepting investment advice from a self proclaimed expert. Continue reading
IRAs and Tax-Advantaged Investing
Jay Vivian, former managing director of the IBM Retirement Funds, explains that there are traditional IRAs and Roth IRAs. Which one is right for you is not a trivial decision. Continue reading
The Lessons of 2008
Jay Vivian, former managing director of the IBM Retirement Funds, explains the lessons of 2008 to retirement investors. Continue reading
Why IBM Moved To Index Investing
Jay Vivian, former managing director of the IBM Retirement Funds, explains why IBM moved to index investing over active management. Continue reading
Mutual Fund Performance — Buyer Beware
Jay Vivian, former managing director of the IBM Retirement Funds, on how mutual fund performance can be manipulated. Continue reading
Rebalance’s Mission
Jay Vivian, former managing director of the IBM Retirement Funds, on what attracted him to Rebalance and our firm’s mission. Continue reading
What Is Index Investing?
Jay Vivian, former managing director of the IBM Retirement Funds, on how index investing began. Continue reading
Why I Chose Rebalance
Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments. Continue reading
Why I Believe In Index Investing
Jay Vivian, former managing director of the IBM Retirement Funds, on the thought process that lead him to index investing. Continue reading
