Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on why investors should choose Rebalance. Continue reading →

There’s just three years left in the 10-year bet between billionaire Warren Buffett and a New York hedge fund firm, and it seems clear that Buffett will win handily. More investment magic from one of the world’s richest men? Not at all. Buffett’s side of the bet was one anybody could have taken: Buy the… Continue reading →

Billionaire investor Warren Buffet and his partner Charlie Munger get a lot of investment ideas thrown at them. And every idea ends up in one of three boxes: One box is marked “In.” Those are the ideas the duo feels might work. A second box is marked “Out.” That’s for ideas Buffett and Munger agree… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on his fellow Investment Committee members. Continue reading →

How important are fees to your retirement plan’s success? As Vanguard founder John Bogle pointed out in a recent discussion with analysts, it’s really all that matters. Fees easily wipe out a huge portion of the yield on stocks, he said, more than 63% of  your money. That’s the real danger to retirement savers, especially… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on who would benefit most from investing with Rebalance. Continue reading →

The reason “bond king” Bill Gross was destined to depart from his own company, Pimco, isn’t so hard to understand. His Total Return fund had some good years and some great years, sucked in hundreds of billions in assets and got very, very big. Bigger than the economies of developed countries kind of big. As Jim… Continue reading →

It’s easy — extremely easy — to overestimate your audience. The key to great public speaking is not simply to make eye contact and move around the room but to study your listeners before you speak, before you even write your remarks. Financial advisors miss this a lot. They take hundreds of hours of licensing… Continue reading →