NOT ON HOME PAGE Archive

Nearly Half of Americans Surveyed Falsely Think They Pay Zero Retirement Investment Fees

Nearly Half of Americans Surveyed Falsely Think They Pay Zero Investment Fees

Rebalance commissioned a new survey which reveals that many full-time employed baby boomers don’t understand the fees they are paying in their retirement accounts. Continue reading

 
Parents Are Jeopardizing Retirement by Taking on Child’s Student Loans

Parents Are Jeopardizing Retirement by Taking on Child’s Student Loans

Rebalance’s very own Scott Puritz shares his insights on why shouldering the burden of a child’s student debt may seem like a smart move, but it can quickly put a parent’s retirement savings in a dire situation. Continue reading

 
Why pay manager fees, use low-cost index funds instead

Why Pay Fees To Managers? Use Index Funds

Our own Charley Ellis and Mitch Tuchman speak with the Philadelphia Inquirer about the best cure for high active money manager fees: simply stop paying them, and instead invest in low-cost index funds that track the market. Continue reading

 
Rebalance Your Portfolio Or Not? That's The Question

Rebalance Your Portfolio Or Not? That’s The Question

When the federal government artificially stimulates the economy, many golden investing rules may not be always be appropriate. Burt Malkiel and Charley Ellis weigh in on the pros and cons of rebalancing in a challenging economy. Continue reading

 
Diversify Your Portfolio With International Stocks

Diversify Your Portfolio With International Stocks

Carolyn Geer of the Wall Street Journal talks with Paul Jacobs and our own Mitch Tuchman about the foreign markets, US equities, and the long-term benefits of global diversification. Continue reading

 

Jay Vivian: “Rebalance Frequency”

There’s no real right answer as to how often an individual investor should rebalance back to their target weights or their target mix. There’s research that says that every three months or every six months is probably right. Some people… Continue reading

 

Charles Ellis: “Why I Joined Rebalance”

There are two reasons for joining the board at Rebalance. One was anger and one was love. The anger part is: it really bothers me that normal, everyday investors, real people, the people that I meet all the time need… Continue reading

 

Professor Burton Malkiel: “Why I Joined Rebalance”

“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

 
Burton Malkiel, Charles Ellis and Jay Vivian Join Rebalance Investment Committee

Burton Malkiel, Charles Ellis and Jay Vivian Join Rebalance Investment Committee

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