Blog Archive

With the Odds on Their Side, They Still Couldn’t Beat the Market
The Rebalance tried-and-true adage remains the same, echoed by this NYTs columnist: it is nearly impossible to beat the stock market. The most prudent long-term investing strategy is to “own” the entire stock market through low-cost, broad exposure index funds. Source: The New York Times April 14, 2023. With the Odds on Their Side, They… Continue reading

The 60-40 Investment Strategy Is Back After Tanking Last Year
With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors. Source: The Wall Street Journal April 12, 2023. The 60-40 Investment Strategy Is Back After Tanking Last Year The recovery has emboldened investors who didn’t… Continue reading

Secure 2.0: Wide-Sweeping Retirement Legislation Passed by Congress
by David RanneyAt Rebalance, we strive to make investing and saving for retirement smoother, safer, and easier for our small business owner clients and their employees with our BetterK solution. The recent passage of the new Secure Act 2.0 aims to expand access to retirement plants, increase retirement savings, help Americans preserve income, and streamline retirement plan… Continue reading

The Biggest Changes for A Random Walk
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading

Protecting Against Inflation
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading

There is No Crystal Ball
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading

Dollar Cost Averaging is an Investor’s Friend
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading

How Index Investing Caught On for Investors
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading

The Beginnings of a Best-Seller
by RebalanceProfessor Burton Malkiel of the Rebalance Investment Committee explains how mutual funds use selective data to market their services. Continue reading