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 →

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 →

“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 →

By now, the basics of pension liability-driven investing (LDI) are pretty well understood: There’s downside risk because assets might go down, but even more if liability discount rates go down. 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.
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“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.”
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“The biggest threat to incumbents comes from outside the banking sector, where hungry innovators, like MarketRiders, are trying to cut the cost of wealth management.” Continue reading →