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.… 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… 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… 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… 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… 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… 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… Continue reading