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Demystifying retirement investment fees and the damage they do

Demystifying Hidden Fees

Rebalance Senior Financial Advisor Joe Daly talks about the often misunderstood practice of hidden fees employed by big brokerages. Continue reading

 
Yale Investment Committee Chairman Charley Ellis

Indexing — The Only Rational Choice

Charley Ellis on why index investing is the most sensible choice for the prudent retirement investor. Continue reading

 
Changing Jobs And Your 401(k)

Why Diversification Lowers Investing Risk

What is diversification and how can it help you lower retirement investing risk? Charley Ellis has the answer in this short clip. Continue reading

 
Changing Jobs And Your 401(k)

Stocks vs Bonds: What % Of Each?

How do you decide to allocate your assets, and why? Financial luminary Charley Ellis speaks on the topic in this brief clip. Continue reading

 
Changing Jobs And Your 401(k)

The Value Of A Financial Advisor

How can a financial advisor help you in the path toward retirement? Investment Committee member Charley Ellis details the answer in this short clip. Continue reading

 
Yale Investment Committee Chairman Charley Ellis

Should I Invest My Own Retirement Funds?

Investment Committee member Charley Ellis on why everyday retirement savers should not attempt to tackle investing on their own. Continue reading

 
Charley Ellis Rebalance IRA Investment Committee

Indexing — Let The Pros Work For You

Financial expert and Investment Committee member Charley Ellis details the vast benefits of index investing. Continue reading

 
Yale Investment Committee Chairman Charley Ellis

Lessons From The 2008 Stock Market Crash

Investment Committee member Charley Ellis talks about the hard-earned knowledge gained via the 2008 stock market crash. Continue reading

 
Changing Jobs And Your 401(k)

Retirement Realities

Rebalance Investment Committee member Charley Ellis details the challenges faced by everyday retirement savers. Continue reading