Professor Burton Malkiel of the Rebalance Investment Committee on how cost predicts investment returns. Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on the virtues of automatic rebalancing. 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 →

Jay Vivian, former managing director of the IBM Retirement Funds, explains target date funds. 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 Burton Malkiel of the Rebalance Investment Committee explains how volatility in the markets can cause investors to make emotional decisions and why access to a financial advisor is crucial in tough markets. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on how tax-deferral and compounding leads to significant long-term growth of an investment portfolio. 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 →