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 →

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 →

A lot of ink is being spilled over a close but clear vote among Britons to leave the European Union, known as Brexit. You’ve probably seen lengthy explainers on why the vote matters to investors and what you should do about it. Hogwash, plain and simple. Sure, it’s a big deal — if you’re British. It’s important,… Continue reading →

“If we want to change the way innocent folks get treated, we need to change the rules.” – Rebalance Investment Committee member Charley Ellis for Forbes. Something is terribly wrong when the President of the United States takes the podium to “blow the whistle” on misbehavior by a large group of salespeople for mistreating innocent… Continue reading →

September 14, 2015 By Charles D. Ellis and Scott D. Puritz The Baltimore Sun showcases an opinion piece co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. This op-ed examines the U.S. Dept.of Labor’s proposed rule designed to make retirement investing safer. You can… Continue reading →

This week, I had the distinct pleasure of participating in the Institute for the Fiduciary Standard’s “Campaign for Investors” launch. As a staunch supporter of retirement industry reform and fee transparency, I was invited to speak on panel at the event where I met with like-minded financial thought leaders, who supported the Labor Department’s new measures to make retirement… Continue reading →

Yes, it’s the last possible moment, but you do have until Monday, April 18 to file taxes and that means you have until then to contribute to your retirement and still save on your 2015 taxes. Contrary to what you might have heard, there are tax breaks for just about every income level. The question… Continue reading →