NOT ON HOME PAGE Archive
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
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 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
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
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 rebalance every quarter. Some people just look at it once a year. I lean towards… 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 to have access to a low-cost, sensible program that will solve the problem that they… 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 expenses not only in the funds that are bought, but in the overall fund. You… Continue reading
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
