Education Archive

The Rebalance Team is Driving Investing Literacy Across the U.S.

The Rebalance Team is Improving Investing Literacy Across the U.S.

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In February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike. Several of our team members were invited to participate on panels and presentations focused on… Continue reading

 
Read The Elements of Investing by Charley Ellis

Asset Allocation

The appropriate allocation for individual investors depends upon a few key factors. The primary factor is age. If you have lots of time to ride out the ups and downs of the market, you can afford a large allocation to common stocks. If you are retired, it’s wise to invest conservatively. Another factor is your… Continue reading

 
Read The Elements of Investing by Charley Ellis

The Power Of Compounding

The secret of getting rich slowly but surely is the miracle of compound interest. Albert Einstein is said to have described compound interest as the most powerful force in the universe. The concept simply involves earning a return not only on your original savings but also on the accumulated interest that you have earned on… Continue reading

 
Read The Elements of Investing by Charley Ellis

Diversification

Diversification is the time-honored way to reduce investment risk. Diversification is as basic to successful investing as good health is to a great life. The general idea is to include in your portfolio some asset types that provide a degree of stability during the inevitable equity bear markets. But even diversification has been challenged during… Continue reading

 
Read The Elements of Investing by Charley Ellis

Foreword

In The Elements of Investing, Charley Ellis and Burt Malkiel, two of the investment world’s greatest thinkers, combine their talents to produce a remarkable guide to personal finance. Having already written two of the finest books on financial markets, Ellis’s Winning the Loser’s Game and Malkiel’s A Random Walk Down Wall Street, why should the… Continue reading

 
Read The Elements of Investing by Charley Ellis

Indexing

We have believed for many years that investors will be much better off bowing to the wisdom of the market and investing in low-cost, broad-based index funds, which simply buy and hold all the stocks in the market as a whole. As more and more evidence accumulates, we have become more convinced than ever of… Continue reading

 
Read The Elements of Investing by Charley Ellis

Rebalancing

We want to emphasize that the timeless lesson of rebalancing has proved its value very well – especially during the most volatile periods of the market. Rebalancing simply means that periodically, such as once a year, you look at the asset allocation of your portfolio and bring it back into the kind of balance that… Continue reading