Professor Burton Malkiel of the Rebalance Investment Committee breaks down the conflicts of interest financial advisors face and explains how stock brokers might not be on your side. Continue reading →

The new Martin Scorsese film The Wolf of Wall Street is riding high. It has been nominated for an Oscar for Best Picture. And, crucially, the movie has made money, an estimated $76 million over its production budget of $100 million. Billed as a black comedy, Wolf tells the story of a “pump and dump”… Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee explains how money grows through compounding to build your retirement. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee explains asset allocation in the context of a globally diversified portfolio and how diversification among stock markets leads to better returns. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee explains the clear disadvantages of using actively managed funds rather than indexing. Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on how high fees can push your retirement target age years down the line. Continue reading →

Read enough about investing and eventually you run into this entertaining hockey metaphor: “Skate to where the puck is going, not to where it is.” This arrestingly simple piece of advice was supposedly uttered by hockey legend Wayne Gretzky (a claim thoroughly debunked). It lives on, on countless web sites, many dedicated to investing advice.… Continue reading →

If you’re on the hunt for an investment advisor, you are not alone. According to a 2012 Merrill Edge Report, nearly 45% of U.S. consumers work with some kind of financial professional when making investment choices — and that number is growing. It shouldn’t surprise anyone who has been paying attention. The stock market’s highs… Continue reading →

Every year, the well-meaning among us tackle a well-worn list of resolutions: Lose a few pounds, save bit more and so on. Often, resolutions are short-lived, to our dismay. It’s the same reason we fail to be successful at retirement investing: Old habits die hard. New habits are difficult to start. Yet habits tend to… Continue reading →