Professor Charles D. Ellis of the Rebalance Investment Committee explains how hedge funds and other dominant players in the public markets set a high bar for retail investors — so high that beating them is unlikely. Continue reading →

When it comes to managing money, nothing beats a good education. So why aren’t we doing a better job of teaching our children the basics? We intuitively know as parents that our kids understand little about the world of money. A recent government study of thousands of U.S. high school students found them sorely lacking… Continue reading →

If you’re serious about college basketball, you’ve already downloaded a blank bracket and filled in your 68 teams, the outcomes through to the Final Four and the championship NCAA game on April 7. And you nearly certainly will be wrong. Way, way wrong. But you already knew that and filled it in anyway because your… Continue reading →

Every investor wants to know the secret to getting above average returns in their retirement portfolio. After all, an individual’s IRA is the product of decades of hard work and careful planning. Deciding on an investment strategy is one of the most important financial and life decisions a person can make. Research has shown that… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, explains the power of compounding using the simple story of the Indian sage who asked for payment in grains of rice on a chessboard. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee on how greed drives bad decisions among investors, including marketing timing and purchasing popular funds whose price have been driven too high. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee shows how investors chase stocks too high then sell out at market bottoms and explains how Rebalance works to overcome this human bias toward investing. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee tells the story of Warren Buffett’s “cost of hamburgers” quiz that shows how people misunderstand stock prices. See more powerful advice on stock prices for everyday savers. TRANSCRIPT Warren Buffett is probably the world’s greatest investor. And he tells this wonderful story in one of his essays.… Continue reading →

We’ve heard a lot recently about how Americans aren’t going to have much of a retirement. We’ll work longer and have less, and things don’t look much better for our underemployed kids. Such headlines induce a feeling of paralysis, I know. Why bother, you might conclude, if there’s no hope? Yet there are plenty of… Continue reading →