Legendary Investment Thought Leader Charles Ellis Encourages Everyday Investors to Join The Index Revolution
Rebalance IRA 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
WASHINGTON, Sept. 26, 2016 /PRNewswire/ -- Rebalance IRA, a leading investment firm possessing one of the most experienced and well-known investment committees in the industry, congratulated today Charles D. Ellis, nationally-recognized author and investing authority, on the release of his 17th investment book, The Index Revolution: Why Investors Should Join It Now.
In his new book, Charles argues that over the past 50 years trying to beat the stock market has become a "loser's game." Wall Street professionals used to do 10% of the trading and now do 99%, and they all have access to the same information at the same time.
How do you win this loser's game? "If you would like to achieve above average investing results, that's easy; index. In addition, index investing results in lower taxes and less worry." As Charles explains in his book, no matter what stage of life the investor is in, individuals should take advantage of indexing's profound benefits, to achieve proven and consistent returns.
As an Investment Committee member at Rebalance IRA, a leading national investment firm, Charles advises on Rebalance IRA's retirement investment strategies. "Our firm's investment strategies are a reflection of Charley's index investing philosophy," says Scott Puritz, Managing Director at Rebalance IRA, "and 'The Index Revolution' provides a roadmap for how to bring these benefits to everyday investors."
About Charles Ellis
Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. Dr. Ellis sat on the Board of Directors of America's largest fund company, The Vanguard Group, which manages over $3.6 trillion dollars in assets. In addition, he was a successor trustee of Yale University, where he chaired the university's famed investment committee with David Swensen. Dr. Ellis also has served on the governing boards of both Harvard and Yale business schools, as well as New York University's Stern School of Business and Phillips Exeter Academy.
About Rebalance IRA
Rebalance IRA is one of America's leading investment firms that is at the forefront of providing consumers with a fundamentally different and better set of retirement investment options: lower costs, "endowment-quality" globally-diversified retirement investment portfolios, and systematic rebalancing. This investment approach is combined with a team of sophisticated and highly credentialed finance professionals who provide advice that is unbiased and focuses on the client's long-term retirement investment goals.
The Firm's Investment Committee is anchored by three of the most respected experts in the finance world: Princeton Economics Professor Burton Malkiel, author of the classic investment book, A Random Walk Down Wall Street; Dr. Charles Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM's $100+ billion in retirement investment funds for more than 300,000 employees worldwide.
Rebalance IRA's innovative, pro-consumer approach to retirement investing has garnered high profile coverage. The Firm, and its leadership, regularly have been featured in The New York Times, The Wall Street Journal, NPR, Fox, PBS, Forbes, USA Today, CNBC, Nightly Business Review, CBS, The Washington Post, The Economist, and a wide range of other national and local media. Managing Directors Scott Puritz and Mitchell Tuchman are acknowledged industry thought leaders, and Mr. Puritz recently testified before a U.S. Senate Committee evaluating the U.S. Department of Labor's new fiduciary rule.
Rebalance IRA is headquartered in Palo Alto, CA. and Bethesda, MD., and currently manages more than $440 million of client assets. For more information, visit www.rebalance-ira.com.
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SOURCE Rebalance IRA
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