Why use index funds? Warren Buffett and Rebalance Investment Committee members Charley Ellis and Burt Malkiel make a convincing argument in this piece for the Wall Street Journal. Continue reading →

Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →

Iconic performer Bruce Springsteen is out with a memoir of his life in music, unsurprisingly entitled Born to Run. It’s his first attempt to capturing his own story, although many others have written it before, some even writing him off. One biographer joked that he was “too old to rock” in 1989 — 27 years… Continue reading →

Investing legend Charley Ellis, a treasured member of the Rebalance Investment Committee, has spent decades challenging assumptions. His seminal paper on investment strategy, first published in 1975, later became the bestseller Winning the Loser’s Game, now entering its seventh printing. In that paper and later in the book, Charley proposes the disarmingly simple idea that investors… Continue reading →

Part 2 of Rebalance Managing Director Scott Puritz’s talk with financial luminary Charley Ellis about his latest book his ideas about investing in stocks and bonds in the current market, and what he tells his own children about the investing life. Continue reading →

How can you achieve higher returns in a low-interest rate environment? In his op-ed for the Wall Street Journal, Rebalance Investment Committee member Professor Burt Malkiel explains how. Now that central banks have pushed short-term interest rates to zero or even to negative readings, all asset prices have risen to unusually high levels and prospective future returns… Continue reading →

In an interview with Bloomberg TV, Vanguard Group Founder Jack Bogle lowered the boom on critics of index investing and low investing fees. “Idiotic” is how he characterized one research analyst’s viewpoint. “Totally wrongheaded.” I can only imagine how that poor analyst must feel about now, having the dean of American investing call him out… Continue reading →

The following is a brief excerpt from my forward for the incredible new book The Index Revolution by Rebalance Investment Committee member, and my colleague, Charley Ellis. Continue reading →

As the cooler air of fall sets in, a lot of us are feeling a mixture of dread and relief over our strange and seemingly endless presidential campaign season. We have only a couple of months to go before voters settle on either Hillary Clinton or Donald Trump. The dread comes from not knowing how much more intense things… Continue reading →