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Decisions About Rolling Over Your 401(k) or 403(b)

401(k) or 403(b) Rollovers

Should you rollover your employer based retirement fund when you switch jobs? Retirement investing expert Jay Vivian has the answer in this brief clip. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

The Psychology Of Portfolio Rebalancing

Rebalance’s Jay Vivian explains the detailed thought process that goes into periodic portfolio rebalancing. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

A Key To Successful Investing Is Reducing Mistakes

How can the average retirement saver avoid common investment mistakes? Jay Vivian explains in this short clip. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

How Money Makes More Money

In this short clip, Rebalance Investment Committee member and former chair of the IBM Investment Board, Jay Vivian, details the power of compound interest. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

Smart Retirement Investors Rebalance Their Portfolios

Rebalance’s Jay Vivian details the many benefits of periodic portfolio rebalancing. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

Do Investors Trade Too Often?

Jay Vivian, former managing director of the IBM Retirement Funds, discusses the big question of whether or not investors trade too often. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

Danger: Everybody Wants To Beat The Market

Jay Vivian, former managing director of the IBM Retirement Funds, explains the danger of trying to beat the market. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

How Diversification Lowers Risk In Your Portfolio

Jay Vivian, former managing director of the IBM Retirement Funds, explains how diversification protects you from the risk of any one of investment in a portfolio going south. Continue reading

 
Decisions About Rolling Over Your 401(k) or 403(b)

How Target Date Funds Work

Jay Vivian, former managing director of the IBM Retirement Funds, explains how target date funds rebalance themselves within the investment opportunity. Continue reading