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
Real IoT production deployments running at scale are collecting sensor data from hundreds / thousands / millions of devices. The goal is to take business-critical actions on the real-time data and find insights from stored datasets. In his session at @ThingsExpo, John Walicki, Watson IoT Developer Advocate at IBM Cloud, will provide a fast-paced developer journey that follows the IoT sensor data from generation, to edge gateway, to edge analytics, to encryption, to the IBM Bluemix cloud, to Wa...
What is the best strategy for selecting the right offshore company for your business? In his session at 21st Cloud Expo, Alan Winters, U.S. Head of Business Development at MobiDev, will discuss the things to look for - positive and negative - in evaluating your options. He will also discuss how to maximize productivity with your offshore developers. Before you start your search, clearly understand your business needs and how that impacts software choices.
SYS-CON Events announced today that Massive Networks, that helps your business operate seamlessly with fast, reliable, and secure internet and network solutions, has been named "Exhibitor" of SYS-CON's 21st International Cloud Expo ®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. As a premier telecommunications provider, Massive Networks is headquartered out of Louisville, Colorado. With years of experience under their belt, their team of...
SYS-CON Events announced today that Fusic will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Fusic Co. provides mocks as virtual IoT devices. You can customize mocks, and get any amount of data at any time in your test. For more information, visit https://fusic.co.jp/english/.
SYS-CON Events announced today that Enroute Lab will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Enroute Lab is an industrial design, research and development company of unmanned robotic vehicle system. For more information, please visit http://elab.co.jp/.
SYS-CON Events announced today that MIRAI Inc. will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. MIRAI Inc. are IT consultants from the public sector whose mission is to solve social issues by technology and innovation and to create a meaningful future for people.
SYS-CON Events announced today that Mobile Create USA will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Mobile Create USA Inc. is an MVNO-based business model that uses portable communication devices and cellular-based infrastructure in the development, sales, operation and mobile communications systems incorporating GPS capabi...
There is huge complexity in implementing a successful digital business that requires efficient on-premise and cloud back-end infrastructure, IT and Internet of Things (IoT) data, analytics, Machine Learning, Artificial Intelligence (AI) and Digital Applications. In the data center alone, there are physical and virtual infrastructures, multiple operating systems, multiple applications and new and emerging business and technological paradigms such as cloud computing and XaaS. And then there are pe...
SYS-CON Events announced today that Interface Corporation will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Interface Corporation is a company developing, manufacturing and marketing high quality and wide variety of industrial computers and interface modules such as PCIs and PCI express. For more information, visit http://www.i...
SYS-CON Events announced today that Keisoku Research Consultant Co. will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Keisoku Research Consultant, Co. offers research and consulting in a wide range of civil engineering-related fields from information construction to preservation of cultural properties. For more information, vi...
SYS-CON Events announced today that SIGMA Corporation will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. uLaser flow inspection device from the Japanese top share to Global Standard! Then, make the best use of data to flip to next page. For more information, visit http://www.sigma-k.co.jp/en/.
SYS-CON Events announced today that B2Cloud will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. B2Cloud specializes in IoT devices for preventive and predictive maintenance in any kind of equipment retrieving data like Energy consumption, working time, temperature, humidity, pressure, etc.
Agile has finally jumped the technology shark, expanding outside the software world. Enterprises are now increasingly adopting Agile practices across their organizations in order to successfully navigate the disruptive waters that threaten to drown them. In our quest for establishing change as a core competency in our organizations, this business-centric notion of Agile is an essential component of Agile Digital Transformation. In the years since the publication of the Agile Manifesto, the conn...
While some developers care passionately about how data centers and clouds are architected, for most, it is only the end result that matters. To the majority of companies, technology exists to solve a business problem, and only delivers value when it is solving that problem. 2017 brings the mainstream adoption of containers for production workloads. In his session at 21st Cloud Expo, Ben McCormack, VP of Operations at Evernote, will discuss how data centers of the future will be managed, how th...
SYS-CON Events announced today that NetApp has been named “Bronze Sponsor” of SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. NetApp is the data authority for hybrid cloud. NetApp provides a full range of hybrid cloud data services that simplify management of applications and data across cloud and on-premises environments to accelerate digital transformation. Together with their partners, NetApp em...
SYS-CON Events announced today that Nihon Micron will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Nihon Micron Co., Ltd. strives for technological innovation to establish high-density, high-precision processing technology for providing printed circuit board and metal mount RFID tags used for communication devices. For more inf...
SYS-CON Events announced today that Suzuki Inc. will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Suzuki Inc. is a semiconductor-related business, including sales of consuming parts, parts repair, and maintenance for semiconductor manufacturing machines, etc. It is also a health care business providing experimental research for...
SYS-CON Events announced today that Ryobi Systems will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Ryobi Systems Co., Ltd., as an information service company, specialized in business support for local governments and medical industry. We are challenging to achive the precision farming with AI. For more information, visit http:...
SYS-CON Events announced today that Daiya Industry will exhibit at the Japan External Trade Organization (JETRO) Pavilion at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Daiya Industry specializes in orthotic support systems and assistive devices with pneumatic artificial muscles in order to contribute to an extended healthy life expectancy. For more information, please visit https://www.daiyak...
In his session at @ThingsExpo, Greg Gorman is the Director, IoT Developer Ecosystem, Watson IoT, will provide a short tutorial on Node-RED, a Node.js-based programming tool for wiring together hardware devices, APIs and online services in new and interesting ways. It provides a browser-based editor that makes it easy to wire together flows using a wide range of nodes in the palette that can be deployed to its runtime in a single-click. There is a large library of contributed nodes that help so...