In his recent editorial for Financial Times Charles Ellis details the pitfalls of active investing, and why the average investor should look to index investing for better long-term performance.
The End of Active Investing?
Category: Articles
John Bogle: Extend ‘Clients First’ Fiduciary Rule To All Investors
John Bogle, the longtime champion of low-cost investing and founder of the Vanguard Group, is not one to rest on his laurels. You would think that the recent Department of Labor “clients first” fiduciary standard ruling — earned after decades of fighting an investment industry focused on profits over people — would qualify as a big win. Don’t get me wrong, it… Read more »
U.S. Secretary of Labor, Thomas Perez, Showcases Rebalance
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
The 60/40 stock-and-bond portfolio mix is dead in 2016
Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
U.S. Senators Applaud Rebalance
Rebalance’s Managing Director Scott Puritz recently testified before a U.S. Senate Committee evaluating efforts to make investing safer. Recently, the U.S. Senate held hearings on new rules to make retirement investing safer for all Americans. Managing Director of Rebalance, Scott Puritz, is a nationally recognized authority on retirement investing and was asked to provide the Senate… Read more »
After Divorce: Build the Financial Future You Want
Executive Vice President, Wealth Management Services Sally Brandon shares her advice for how to take control of your financial future after a divorce, ensuring you’re set up for a secure, rewarding retirement.
Meet Sally
Sally Brandon, Executive Vice President, Wealth Management Services
at Rebalance, discusses why it’s so important to have a financial advisor you can count on.
Don’t Be Too Generous With College Money: One Financial Adviser’s Story
Rebalance Vice President Sally Brandon writes in Money Magazine about the importance of striking a balance between saving for retirement and your children’s college money.
Why I Joined Rebalance
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 »
