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

Amid all the of doomsday predictions and fearful hand-wringing about the stock market, the knowing chuckle of billionaire investor Warren Buffett once again puts panic into context. Of course he’s buying stocks. Prices are falling, so why not? Like with his famous “hamburger quiz,” the best time to buy any asset is when it’s cheaper,… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee active trading works against us. Continue reading →

John Bogle, founder of the Vanguard Group, recently explained the unavoidable mathematical reason why passive wins over active in retirement investing: You keep more of your own money invested, and it compounds in your favor, not Wall Street’s. Fees paid to active managers end up equaling a huge amount of lost return, up to 80% of your gains over… 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 →

Professor Burton Malkiel of the Rebalance Investment Committee how rebalancing lowers risk. Continue reading →

Many smart people have spent years trying to explain exactly why active management can’t keep up with the investment indexes. Leave it to Eugene Fama, the University of Chicago researcher and Nobel Prize winner, to make things painfully simple. It’s nothing more than slicing a pie. If I get a bigger piece, everyone else is… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on what attracted him to Rebalance and the Rebalance mission. Continue reading →