NOT ON HOME PAGE Archive
“Everything that I believe in” I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification. That’s just something I have believed in all of my life. It believes in low expenses. And low… Continue reading
Finance luminaries bring “Big League” investment management to everyday investors. Three important and respected investment “rock stars” — Burton Malkiel, Charles Ellis and Jay Vivian — have joined Rebalance’s Investment Committee. Continue reading
In this ground-breaking journal article, our own Charley Ellis posits that investment fees should be viewed as a percentage of incremental returns above the market, not as a percentage of your total assets. Continue reading
Authors Charles Ellis and Burton Malkiel, two of the investment world’s greatest thinkers, have combined their talents to produce The Elements of Investing—a short, straight-talking book about investing and saving that will put you on a path towards a lifetime of financial success.
“Our profession’s clients and practitioners would all benefit if we devoted less energy to attempting to “win” the loser’s game of beating the market and more skill, knowledge, and time to helping clients recognize market realities…clarify their realistic objectives and then stay the course that is best for each of them.”