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 →

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 →

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 →

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 →

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 →

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 →

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 →