Professor Burton Malkiel of the Rebalance Investment Committee on how time-based investing makes money in the market. Continue reading →

Billions of dollars in retirement assets have been leaving active managers’ hands in favor of index funds. New data from Bank of America shows why: So far this year, just 17.7% of active managers have bested the large-cap index benchmark. Last year, the percentage of “winning” managers was 40.5%, reports the bank. As a result,… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee offers his most essential advice for investment success. More tips from experienced retirement pros. Trancript When people ask, “What’s your investment philosophy and how’d you get it?” I think it’s important to recognize I’ve had little over 50 years of the most extraordinary educational opportunity anybody ever… 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 Charles D. Ellis of the Rebalance Investment Committee on the how index investing wins. Continue reading →

It has been a rough October, the kind of month that has many retirement investors stopping to take stock of their assumptions. Too often, though, they react to “down” months like this one by making wholesale changes to their investments. Can you make the right move at the right time? Can anybody? Princeton’s Burton Malkiel, author… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on the biggest investor mistakes he sees. Continue reading →