Portfolio Rebalancing Keeps You On Track
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on how rebalancing is as easy as driving. Continue reading
Changing Jobs And Your 401(k)
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on changing jobs and retirement risk. Continue reading
Why Is It So Hard To Beat The Stock Market?
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on the difficulty of trying to beat the stock market. More investing advice for a solid retirement. TRANSCRIPT If you go back 60 years ago, maybe even 50 years ago, active, aggressive, imaginative, go-for-it investing had a terrific opportunity because the competition wasn’t very tough. Over… Continue reading
Retirement Realities
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on the need to increase saving at any age in order to deflect the risk of real financial pain in retirement. Continue reading
Lessons From The 2008 Stock Market Crash
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on how the 2008 stock market crash tested his beliefs but, ultimately, confirmed his approach toward portfolio indexing for retirement. Continue reading
Indexing — Let The Pros Work For You
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee details the human reasons we fall for the idea of active management, even though indexing is simpler and more effective. Continue reading
Should I Invest My Own Retirement Funds?
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee explains how hedge funds and other dominant players in the public markets set a high bar for retail investors — so high that beating them is unlikely. Continue reading
The Value Of A Financial Advisor
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee on the most useful service a financial advisor can provide — a sounding board and trusted feedback so that your investments fit your goals. Continue reading
Stocks vs. Bonds: What % Of Each?
by Charley EllisProfessor Charles D. Ellis of the Rebalance Investment Committee breaks down the thinking behind a simple stock-to-bond asset allocation and how to adjust those ratios for your personal investment time horizon. Continue reading