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 →

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 →

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 →

Jay Vivian, former managing director of the IBM Retirement Funds, on how high fees can push your retirement target age years down the line. Continue reading →

When you think about all the ads that you see and all the media about various money managers beating their benchmarks and doing well and so on. I guess the thing that I would ask you is why do you suppose they’re advertising those particular products? And the answer often is that it’s because those… Continue reading →