Financial expert and Rebalance Investment Committee member, Burt Malkiel, talks about the many factors that drove him to joining our firm. Burt Malkiel: I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification, which is something I have believed in all of my life. It believes in low expenses. If… Read more »
By Robert Siegel Rebalance Investment Committee member Professor Burton Malkiel talks with NPR’s Robert Siegel about his best-selling book, A Random Walk Down Wall Street, and stands by his central message: investors who buy index funds do better than all the stock pickers and Wall Street pundits. In 1973, Burton Malkiel published a very readable guide to… Read more »
Jay Vivian, former managing director of the IBM Retirement Funds, on who should choose Rebalance to manage their retirement investments.
High-income earners have a new incentive to make after-tax contributions to a 401(k) plan: They can later shift the money into a Roth individual retirement account, tax-free.
By Jason Zweig Active fund management is outmoded, and a lot of stock pickers are going to have to find something else to do for a living. The debate about whether you should hire an “active” fund manager who tries to beat the market by buying the best stocks and avoiding the worst—or a “passive” index fund… Read more »
You want the best for your kids: The best education, the best experiences, great friends and a safe, secure upbringing. It’s why we work hard and make choices along the way, postponing spending on ourselves in favor of them.
Owning a business comes with perks, such as being your own boss. But business owners have many priorities to manage, making it easy for saving and retirement planning to fall off the radar.
If you don’t rebalance when you should you can hurt yourself long-term, explains Jay Vivian of the Rebalance Investment Committee. Jay Vivian: Rebalancing is particularly important in retirement savings because the investments are so important and they have such a long-term. You’re talking about saving for decades. And if you don’t rebalance when you should you can… Read more »
CalPERS gives another nudge to index-fund investing.
Jay Vivian of the Rebalance Investment Committee and former IBM pension and retirement fund manager, on why IBM moved to index investing.
