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

Professor Charles D. Ellis of the Rebalance Investment Committee on changing jobs and retirement risk. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on the difficulty of trying to beat the stock market. More investing advice for a solid retirement. TRANSCRIPT If you go back 60 years ago, maybe even 50 years ago, active, aggressive, imaginative, go-for-it investing had a terrific opportunity because the competition wasn’t very tough. Over… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on the need to increase saving at any age in order to deflect the risk of real financial pain in retirement. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on how the 2008 stock market crash tested his beliefs but, ultimately, confirmed his approach toward portfolio indexing for retirement. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee details the human reasons we fall for the idea of active management, even though indexing is simpler and more effective. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee explains how hedge funds and other dominant players in the public markets set a high bar for retail investors — so high that beating them is unlikely. 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 →

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 →