Our very own Burt Malkiel first introduced the idea of passive investing over 40 years ago with his game-changing book A Random Walk Down Wall Street. Passive investing has since been embraced by the investment world and serves as the foundation of Rebalance IRA’s investment methodology.
Finance luminaries bring “Big League” investment management to everyday investors. Three important and respected investment “rock stars” — Burton Malkiel, Charles Ellis and Jay Vivian — have joined Rebalance IRA’s Investment Advisory Board.
In this interview on the CBS Washington DC affiliate WUSA, our own Scott Puritz discusses the benefits of adding funds to your retirement accounts, how most Americans underfund their retirement savings, and, of course, why Rebalance IRA is the gold standard of retirement investing.
Authors Charles Ellis and Burton Malkiel, two of the investment world’s greatest thinkers, have combined their talents to produce The Elements of Investing—a short, straight-talking book about investing and saving that will put you on a path towards a lifetime of financial success.
The New York Time’s Ron Lieber discusses the problem of getting premium investment service without having a premium retirement portfolio. His exploration reveals a gap between high-end institutional-style investing and the high-fee world of actively-managed mutual funds. Rebalance IRA, he concludes, is here to fill that gap.
Our own Charley Ellis discusses with CNN Money how investment fees can actually be higher than they first appear, how bonds aren’t as safe as they once were, and if you’re paying a money manager to try to actively ‘beat the market’, don’t. Invest with a company like Rebalance IRA instead.
True to our core values of high returns through low fees, Rebalance IRA and MarketRiders founder Mitch Tuchman discusses with CNN’s Christine Romans how even relatively small fees can rob your IRA of almost 50% of its value over time.
In this piece, MarketWatch taps two members of our Investment Advisory Board, Burt Malkiel and Charley Ellis, to share 3 investing rules to rescue your retirement- costs matter, rebalance your portfolio regularly, and indexing wins the ‘losers game’.
“Mitchell Tuchman has credentials that would open almost any door on Wall Street. Despite his Harvard MBA and the smarts he brought to the table, Tuchman came away convinced it’s a sucker’s game to try to beat the market. But plenty of financial planners and money managers rake off big fees just for trying.”
In this ground-breaking journal article, our own Charley Ellis posits that investment fees should be viewed as a percentage of incremental returns above the market, not as a percentage of your total assets.