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.
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.
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 »
The 10-year Treasury has recently been yielding between 1.5% and 2%. Short-term Treasury interest rates are near zero. Even if inflation stays at 2% over the next decade (the informal target of the Federal Reserve), government bonds will provide negative real (after inflation) rates of return.
Charles Ellis argues that most investors are better off avoiding stock picking and high-cost managers. With modest expected returns ahead, keeping fees low, investing in index funds, and maintaining a long-term perspective matter more than trying to beat the market.
The classic guide to winning on Wall Street–completely updated and expanded! The go-to guide for anyone seeking long-term gain in the stock market, Winning the Loser’s Game was referred to by the great Peter Drucker as “by far the best book on investment policy and management.” Dr. Charles Ellis, dubbed “Wall Street’s Wisest Man” by Money magazine, has been… Read more »
Tony Robbins Entrepreneur, Author & Peak Performance Strategist In our latest episode of Retire With More, Mitch Tuchman sits down with entrepreneur, author, and peak performance strategist Tony Robbins to discuss the insider investing insights and strategies Tony has developed while researching and writing his critically acclaimed, best selling book MONEY Master the Game: 7 Simple… Read more »
The best book about investing? The answer is simple: Winning the Loser’s Game. Using compelling data and pithy stories, Charley Ellis has captured beautifully in this new and expanded edition of his classic work the most important lessons regarding investing…it’s a must-read!” F. William McNabb III, CEO, Vanguard A must-reread classic. . . .” — MARTIN LEIBOWITZ, Managing Director,… Read more »
