Index Funds & ETFs Archive

What’s New? Even Lower Investing Costs For Our Clients

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The late, great John Bogle put it best, and simplest, when he said, “Fees matter.” We take those words seriously at Rebalance. We should, since several members of our all-star Investment Committee are longtime colleagues of the Vanguard Group founder.… Continue reading

 

Our 3 Favorite John Bogle Books

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The recent loss of investing giant and Vanguard founder, John Bogle, got us to thinking about the many books he wrote and which ones meant the most to us. Here are our top 3 favorites to help inspire you to… Continue reading

 
index funds

Passive Investing Is Active In All The Right Ways

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There are plenty of buzzwords in the investing world, few of them more debated than the idea of active vs. passive investing. Passive doesn’t not necessarily mean “do nothing.” After all, doing nothing would mean not investing at all! Rather,… Continue reading

 
John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

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I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading

 
stock market

Wargaming The ‘Stock Picker’s Market,’ According To Morningstar

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Charley Ellis, one of the members of our esteemed Investment Committee here at Rebalance, once explained that beating the market used to be easy — so easy that anybody paying attention could probably do it. It truly was a “stock… Continue reading

 

Decades Old Debate Put to Rest: Active vs. Passive Investing

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I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I… Continue reading

 
smart investing

Here’s What Shark Tank’s Mark Cuban Calls the Key To Smart Investing

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You’ve probably read a lot recently about 401k millionaires. Ordinary people who saved money over decades now are ready to retire with ease. Smart investing? Usually, no. In fact, most of the people who are now rich thanks to 401k… Continue reading

 
401k retirement

Why Vanguard Dropped the S&P 500 From Its Own 401k Retirement Plans

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Vanguard, the company that built its brand on owning the whole stock market, has decided to dump the S&P 500 from its own 401k retirement plans. Shocking, right? But not really. See, they’ve decided to replace it with the Vanguard… Continue reading

 
ivy league investing

Wealth Management Secrets That Beat the Ivy League

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It turns out that the wealth management secrets of the Ivy League aren’t what they’re cracked up to be. Bill Abt, a former beer company executive, got 6.2% returns on a portfolio he manages for Carthage College in Kenosha, Wis.… Continue reading

 
    

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