Expert Advisors Archive

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

The Psychology Of Portfolio Rebalancing
Rebalance’s Jay Vivian explains the detailed thought process that goes into periodic portfolio rebalancing. Continue reading

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

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

Smart Retirement Investors Rebalance Their Portfolios
Rebalance’s Jay Vivian details the many benefits of periodic portfolio rebalancing. Continue reading

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

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

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

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