Welcome!

IBM Cloud Authors: Pat Romanski, Liz McMillan, Yeshim Deniz, Carmen Gonzalez, Elizabeth White

News Feed Item

Burton Malkiel, Charles Ellis and Jay Vivian Join Rebalance IRA Investment Advisory Board

Finance Luminaries Bring "Big League" Investment Management to Everyday Investors

PALO ALTO, CA -- (Marketwire) -- 01/29/13 -- Three important and respected investment luminaries -- Burton Malkiel, Charles Ellis and Jay Vivian -- have joined Rebalance IRA's Investment Advisory Board. Rebalance IRA (www.rebalance-ira.com) manages Individual Retirement Accounts (IRAs) for clients who have accounts as low as $75,000. With an innovative business model that leverages advanced technology, Rebalance IRA provides low-cost, high quality one-on-one retirement advice using sophisticated investment management methods.

Malkiel, Ellis and Vivian are renowned for creating and implementing sophisticated investment methods used today by elite pensions and endowments. Their core ideas include diversifying across multiple types of assets globally and disciplined portfolio rebalancing. They also advocate techniques for keeping investment fees extremely low. These ideas are the basis for the unique service that Rebalance IRA is now bringing to all investors. The Investment Advisory Board develops, oversees, and sets policies for the portfolios offered to Rebalance IRA clients.

Mr. Malkiel is an emeritus Princeton University economics professor and former board member of Vanguard Group who wrote the classic investment book, "A Random Walk Down Wall Street." Mr. Ellis, also a former board member of Vanguard Group, was trustee of Yale University, where he chaired the investment committee, overseeing the famed Yale Endowment from 1999 to 2008 and has taught the investment management course at Harvard Business School. Mr. Vivian was formerly Managing Director of IBM's Retirement Funds, responsible for $135 billion in IBM investment funds for more than 400,000 employees worldwide.

"It is a privilege to be the advisory firm that provides access to Burt, Charley and Jay's 'common sense' judgment to millions of investors," said Mitch Tuchman, managing director of Rebalance IRA. "Because of our focus on IRAs, and our model of providing personalized service, we hope to have a positive impact on helping many Americans retire with more."

Passionate educators, these men have written extensively about how current financial services practices work against most investors. One critical flaw they have noted is that few investors are being advised by experts to own a low-cost and globally diversified portfolio that is periodically rebalanced. They joined the Rebalance IRA Investment Advisory Board to bring these investment methods to a larger group of Americans saving for retirement.

"There is nearly $5 trillion invested in IRAs," said Mr. Malkiel. "It is a stunning number, and an area where investors do not get enough help or support. If IRAs generated the returns of well-managed pensions, Americans would be earning an additional $125 billion a year. The fact that this doesn't happen is shameful. IRAs are the pensions for this generation. It's crucial that everyday investors get good, objective advice, since retirement now can easily last 20 years or more," he added.

"With ballooning deficits, the government can ill afford to help." said Mr. Ellis. "Add to that the low returns in IRAs, and we are starting to create a societal problem as baby-boomers double the ranks of the retired over the next two decades. If IRAs were well-managed and their fees were kept low, Americans would feel more secure about having enough money to retire."

Added Mr. Vivian: "Until the mid-1970s, most working Americans had a pension plan managed by a professional investment expert. Today, most people have to manage their own retirement accounts and they don't get proper guidance, so their returns suffer. It is the everyday investor who needs more help than ever, and that's why we have joined the Rebalance IRA Investment Advisory Board -- to help people retire with more," explained Mr. Vivian.

"The finance industry's high cost structure makes it difficult to offer personalized advice to the everyday retirement investor. We have assembled leading technology innovations to make Burt, Charley and Jay's methods widely available," said Scott Puritz, managing director, Rebalance IRA.

About Rebalance IRA

Rebalance IRA is an SEC Registered Investment Advisor that manages client IRA accounts as low as $75,000 at Charles Schwab and Fidelity. With an innovative business model that leverages advanced technology, Rebalance IRA provides low-cost, high quality one-on-one retirement advice using sophisticated investment management methods. For more information, visit www.rebalance-ira.com.

For the press: Press kit materials are available at http://www.rebalance-ira.com/press-downloads/

Add to Digg Bookmark with del.icio.us Add to Newsvine

Contact:
Erica Zeidenberg
Email Contact
925-631-0553

More Stories By Marketwired .

Copyright © 2009 Marketwired. All rights reserved. All the news releases provided by Marketwired are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving in a public database, redistributing via a computer network or in a printed form.

@ThingsExpo Stories
"Space Monkey by Vivent Smart Home is a product that is a distributed cloud-based edge storage network. Vivent Smart Home, our parent company, is a smart home provider that places a lot of hard drives across homes in North America," explained JT Olds, Director of Engineering, and Brandon Crowfeather, Product Manager, at Vivint Smart Home, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Conference Guru has been named “Media Sponsor” of the 22nd International Cloud Expo, which will take place on June 5-7, 2018, at the Javits Center in New York, NY. A valuable conference experience generates new contacts, sales leads, potential strategic partners and potential investors; helps gather competitive intelligence and even provides inspiration for new products and services. Conference Guru works with conference organizers to pass great deals to gre...
The Internet of Things will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, demonstrated how to move beyond today's coding paradigm and shared the must-have mindsets for removing complexity from the develop...
In his Opening Keynote at 21st Cloud Expo, John Considine, General Manager of IBM Cloud Infrastructure, led attendees through the exciting evolution of the cloud. He looked at this major disruption from the perspective of technology, business models, and what this means for enterprises of all sizes. John Considine is General Manager of Cloud Infrastructure Services at IBM. In that role he is responsible for leading IBM’s public cloud infrastructure including strategy, development, and offering m...
"Evatronix provides design services to companies that need to integrate the IoT technology in their products but they don't necessarily have the expertise, knowledge and design team to do so," explained Adam Morawiec, VP of Business Development at Evatronix, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
To get the most out of their data, successful companies are not focusing on queries and data lakes, they are actively integrating analytics into their operations with a data-first application development approach. Real-time adjustments to improve revenues, reduce costs, or mitigate risk rely on applications that minimize latency on a variety of data sources. In his session at @BigDataExpo, Jack Norris, Senior Vice President, Data and Applications at MapR Technologies, reviewed best practices to ...
Widespread fragmentation is stalling the growth of the IIoT and making it difficult for partners to work together. The number of software platforms, apps, hardware and connectivity standards is creating paralysis among businesses that are afraid of being locked into a solution. EdgeX Foundry is unifying the community around a common IoT edge framework and an ecosystem of interoperable components.
Large industrial manufacturing organizations are adopting the agile principles of cloud software companies. The industrial manufacturing development process has not scaled over time. Now that design CAD teams are geographically distributed, centralizing their work is key. With large multi-gigabyte projects, outdated tools have stifled industrial team agility, time-to-market milestones, and impacted P&L stakeholders.
"Akvelon is a software development company and we also provide consultancy services to folks who are looking to scale or accelerate their engineering roadmaps," explained Jeremiah Mothersell, Marketing Manager at Akvelon, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
"IBM is really all in on blockchain. We take a look at sort of the history of blockchain ledger technologies. It started out with bitcoin, Ethereum, and IBM evaluated these particular blockchain technologies and found they were anonymous and permissionless and that many companies were looking for permissioned blockchain," stated René Bostic, Technical VP of the IBM Cloud Unit in North America, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Conventi...
In his session at 21st Cloud Expo, Carl J. Levine, Senior Technical Evangelist for NS1, will objectively discuss how DNS is used to solve Digital Transformation challenges in large SaaS applications, CDNs, AdTech platforms, and other demanding use cases. Carl J. Levine is the Senior Technical Evangelist for NS1. A veteran of the Internet Infrastructure space, he has over a decade of experience with startups, networking protocols and Internet infrastructure, combined with the unique ability to it...
22nd International Cloud Expo, taking place June 5-7, 2018, at the Javits Center in New York City, NY, and co-located with the 1st DXWorld Expo will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud ...
"Cloud Academy is an enterprise training platform for the cloud, specifically public clouds. We offer guided learning experiences on AWS, Azure, Google Cloud and all the surrounding methodologies and technologies that you need to know and your teams need to know in order to leverage the full benefits of the cloud," explained Alex Brower, VP of Marketing at Cloud Academy, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clar...
Gemini is Yahoo’s native and search advertising platform. To ensure the quality of a complex distributed system that spans multiple products and components and across various desktop websites and mobile app and web experiences – both Yahoo owned and operated and third-party syndication (supply), with complex interaction with more than a billion users and numerous advertisers globally (demand) – it becomes imperative to automate a set of end-to-end tests 24x7 to detect bugs and regression. In th...
"MobiDev is a software development company and we do complex, custom software development for everybody from entrepreneurs to large enterprises," explained Alan Winters, U.S. Head of Business Development at MobiDev, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Coca-Cola’s Google powered digital signage system lays the groundwork for a more valuable connection between Coke and its customers. Digital signs pair software with high-resolution displays so that a message can be changed instantly based on what the operator wants to communicate or sell. In their Day 3 Keynote at 21st Cloud Expo, Greg Chambers, Global Group Director, Digital Innovation, Coca-Cola, and Vidya Nagarajan, a Senior Product Manager at Google, discussed how from store operations and ...
"There's plenty of bandwidth out there but it's never in the right place. So what Cedexis does is uses data to work out the best pathways to get data from the origin to the person who wants to get it," explained Simon Jones, Evangelist and Head of Marketing at Cedexis, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that CrowdReviews.com has been named “Media Sponsor” of SYS-CON's 22nd International Cloud Expo, which will take place on June 5–7, 2018, at the Javits Center in New York City, NY. CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users that have experienced products and services first-hand and have an interest in letting other potential buye...
SYS-CON Events announced today that Telecom Reseller has been named “Media Sponsor” of SYS-CON's 22nd International Cloud Expo, which will take place on June 5-7, 2018, at the Javits Center in New York, NY. Telecom Reseller reports on Unified Communications, UCaaS, BPaaS for enterprise and SMBs. They report extensively on both customer premises based solutions such as IP-PBX as well as cloud based and hosted platforms.
It is of utmost importance for the future success of WebRTC to ensure that interoperability is operational between web browsers and any WebRTC-compliant client. To be guaranteed as operational and effective, interoperability must be tested extensively by establishing WebRTC data and media connections between different web browsers running on different devices and operating systems. In his session at WebRTC Summit at @ThingsExpo, Dr. Alex Gouaillard, CEO and Founder of CoSMo Software, presented ...