Retirement Investing Archive

Charley Ellis biography at Rebalance

Why I Joined Rebalance

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Professor Charles D. Ellis of the Rebalance Investment Committee on why he joined Rebalance. Continue reading

 
Tony Robbins: Ask Yourself This Key Money Question

Tony Robbins: Ask Yourself This Key Money Question

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Money is a real puzzler for most of us. We work hard to get it and there never seems to be enough. When we manage to scrape together a pile of money, we worry about losing it. It’s even more mysterious when you’re an outsider, which I once was. Having made a bit of it… Continue reading

 
Smiling professional mature middle aged business woman using laptop computer sitting at workplace desk. Happy senior old lady 60s grey-haired businesswoman executive working on pc at home from office.

Boomers Still Have A Clear Shot At Retirement

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Amid the relentless news coverage about how unready Americans are for retirement, it can be easy to miss the bright spots. As Charle​y Ellis points out in his new book, Falling Short: The Coming Retirement Crisis and What to Do About It, many people mistakenly take the easy way out of jobs, leaving at 62 — the earliest possible… Continue reading

 
Complete financial planning service for IRA investors

Meet Mitch Tuchman

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Mitch Tuchman, Managing Director of Rebalance, relates the life events that shaped how he thinks about long-term investing. Continue reading

 
Good news for serious retirement savers

Finally, Some Welcome News On Retirement

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If you want bad news about your prospects for retirement, it’s pretty easy to find. Just click on any financial news site and you’ll find headline after depressing headline. The statistics are dismal, but there is good news to be heard and it comes through loud and clear in a new book by Charley Ellis, one… Continue reading

 
How to rebalance your retirement investments

What Should Investors Do With A 401(k) When Changing Jobs?

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Professor Burton Malkiel of the Rebalance Investment Committee on what to do with 401(k) money when changing jobs.  Continue reading

 
How often should you rebalance your retirement investments?

Top Flight Advice For Everyday Investors

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Professor Charles D. Ellis of the Rebalance Investment Committee on retirement investors and asset allocation for retirement. Continue reading

 
How to rebalance your retirement investments

Time Based Investing Works

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Professor Burton Malkiel of the Rebalance Investment Committee on how time-based investing makes money in the market. Continue reading

 
How often should you rebalance your retirement investments?

Three Rules For Investment Success

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Professor Charles D. Ellis of the Rebalance Investment Committee offers his most essential advice for investment success. More tips from experienced retirement pros. Trancript When people ask, “What’s your investment philosophy and how’d you get it?” I think it’s important to recognize I’ve had little over 50 years of the most extraordinary educational opportunity anybody ever… Continue reading