Every year in the investing business a load of flashy new books comes out, each penned by a young money manager or market observer looking to make his or her mark. Some sell well, often in direct relation to the author’s appearances on financial TV shows. Some disappear in short order and end up in… Continue reading →

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

If you want bad news about your prospects for retirement, it’s pretty easy to find. Just click on any financial news site and you’ll find headline after depressing headline. The statistics are dismal, but there is good news to be heard and it comes through loud and clear in a new book by Charley Ellis, one… Continue reading →

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

Will there be a Santa Claus rally this year? The hedge funds better hope so. Just owning the market in an index fund is set to demolish active managers once again, according to data from the University of Pennsylvania. Importantly, this is not just a game in which the clock has run out and managers get to… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on what to do with 401(k) money when changing jobs.  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 →

Jay Vivian, former managing director of the IBM Retirement Funds, on how index investing began. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on retirement investors and asset allocation for retirement. Continue reading →