In his recent editorial for Financial Times Charles Ellis details the pitfalls of active investing, and why the average investor should look to index investing for better long-term performance.
Tag: Investing
Legendary Investment Thought Leader Charles Ellis Encourages Everyday Investors to Join The Index Revolution
Rebalance Investment Committee Member Charley Ellis champions index investment funds to achieve above average results in his new book, The Index Revolution: Why Investors Should Join It Now
How Index Investing Can Lead to Above Average Results
Rebalance Investment Committee Member, Charley Ellis sits down with PBS host Consuelo Mack and explains how index investing can lead to above average results.
How Index Investing Leads To Above-Average Results
Rebalance IRA Investment Committee member Charley Ellis talks to Consuelo Mack on PBS WEALTHTRACK about how everyday investors can achieve above-average results through index investing. Transcript Consuelo Mack / Intro: Well, this week’s guest is a globally recognized financial thought leader who has appeared exclusively on WEALTHTRACK over the years. He is Charles Ellis, a… Read more »
Financial firms embrace all-digital approach to managing retirement assets
Managing Director Scott Puritz on how Rebalance bridges the gap between robo investing and personalized, high-quality investment advice.
How Retirement Planning for Childless Couples Is Different
Rebalance VP of Client Services Sally Brandon spoke to USA Today on why it’s important to save for the future even if children are not part of the equation.
John Bogle: Extend ‘Clients First’ Fiduciary Rule To All Investors
John Bogle, the longtime champion of low-cost investing and founder of the Vanguard Group, is not one to rest on his laurels. You would think that the recent Department of Labor “clients first” fiduciary standard ruling — earned after decades of fighting an investment industry focused on profits over people — would qualify as a big win. Don’t get me wrong, it… Read more »
Rebalance joins John Bogle in Launch of ‘Campaign for Investors’
Rebalance Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’
U.S. Secretary of Labor Thomas Perez Showcases Rebalance IRA
U.S. Secretary of Labor Thomas Perez showcases Rebalance IRA during a keynote speech announcing historic new rules designed to make retirement investing safer for all Americans. Narrator Recently, the U.S. Department of Labor approved a new rule that makes retirement investing safer for all Americans by holding advisors to what’s called a fiduciary standard, meaning… Read more »
Thank you for making retirement investing safer for all Americans
Dear President Obama and Secretary Perez: As members of the financial advisor community, we are writing to express our appreciation for the leadership and hard work that you have devoted to the fiduciary duty rule just released by the U.S. Department of Labor. This extraordinarily important reform will protect millions of hard working Americans from the conflicts… Read more »