|By Marketwired .||
|January 29, 2013 05:00 AM EST||
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/
In the rush to compete in the digital age, a successful digital transformation is essential, but many organizations are setting themselves up for failure. There’s a common misconception that the process is just about technology, but it’s not. It’s about your business. It shouldn’t be treated as an isolated IT project; it should be driven by business needs with the committed involvement of a range of stakeholders.
May. 26, 2016 08:00 PM EDT Reads: 2,248
SYS-CON Events announced today that EastBanc Technologies will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. EastBanc Technologies has been working at the frontier of technology since 1999. Today, the firm provides full-lifecycle software development delivering flexible technology solutions that seamlessly integrate with existing systems – whether on premise or cloud. EastBanc Technologies partners with p...
May. 26, 2016 08:00 PM EDT Reads: 2,086
SYS-CON Events announced today that BMC Software has been named "Siver Sponsor" of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2015 at the Javits Center in New York, New York. BMC is a global leader in innovative software solutions that help businesses transform into digital enterprises for the ultimate competitive advantage. BMC Digital Enterprise Management is a set of innovative IT solutions designed to make digital business fast, seamless, and optimized from mainframe to mo...
May. 26, 2016 08:00 PM EDT Reads: 2,055
Join us at Cloud Expo | @ThingsExpo 2016 – June 7-9 at the Javits Center in New York City and November 1-3 at the Santa Clara Convention Center in Santa Clara, CA – and deliver your unique message in a way that is striking and unforgettable by taking advantage of SYS-CON's unmatched high-impact, result-driven event / media packages.
May. 26, 2016 08:00 PM EDT Reads: 2,283
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, will provide an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life ...
May. 26, 2016 08:00 PM EDT Reads: 1,867
As cloud and storage projections continue to rise, the number of organizations moving to the cloud is escalating and it is clear cloud storage is here to stay. However, is it secure? Data is the lifeblood for government entities, countries, cloud service providers and enterprises alike and losing or exposing that data can have disastrous results. There are new concepts for data storage on the horizon that will deliver secure solutions for storing and moving sensitive data around the world. ...
May. 26, 2016 08:00 PM EDT Reads: 1,220
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo 2016 in New York and Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty ...
May. 26, 2016 07:45 PM EDT Reads: 2,506
SoftLayer operates a global cloud infrastructure platform built for Internet scale. With a global footprint of data centers and network points of presence, SoftLayer provides infrastructure as a service to leading-edge customers ranging from Web startups to global enterprises. SoftLayer's modular architecture, full-featured API, and sophisticated automation provide unparalleled performance and control. Its flexible unified platform seamlessly spans physical and virtual devices linked via a world...
May. 26, 2016 07:30 PM EDT Reads: 2,012
SYS-CON Events announced today that ContentMX, the marketing technology and services company with a singular mission to increase engagement and drive more conversations for enterprise, channel and SMB technology marketers, has been named “Sponsor & Exhibitor Lounge Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York City, New York. “CloudExpo is a great opportunity to start a conversation with new prospects, but what happens after the...
May. 26, 2016 07:15 PM EDT Reads: 988
SYS-CON Events announced today that Commvault, a global leader in enterprise data protection and information management, has been named “Bronze Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Commvault is a leading provider of data protection and information management...
May. 26, 2016 07:15 PM EDT Reads: 2,983
The 19th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Containers, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit y...
May. 26, 2016 07:00 PM EDT Reads: 1,922
The essence of data analysis involves setting up data pipelines that consist of several operations that are chained together – starting from data collection, data quality checks, data integration, data analysis and data visualization (including the setting up of interaction paths in that visualization). In our opinion, the challenges stem from the technology diversity at each stage of the data pipeline as well as the lack of process around the analysis.
May. 26, 2016 07:00 PM EDT Reads: 1,334
18th Cloud Expo, taking place June 7-9, 2016, at the Javits Center in New York City, NY, 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 strategy. Meanwhile, 94% of enterprises are using some...
May. 26, 2016 06:45 PM EDT Reads: 3,058
SYS-CON Events announced today that Isomorphic Software will exhibit at SYS-CON's [email protected] at Cloud Expo New York, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Isomorphic Software provides the SmartClient HTML5/AJAX platform, the most advanced technology for building rich, high-productivity enterprise web applications for any device. SmartClient couples the industry’s broadest, deepest UI component set with a java server framework to deliver an end-...
May. 26, 2016 06:30 PM EDT Reads: 2,020
As organizations shift towards IT-as-a-service models, the need for managing and protecting data residing across physical, virtual, and now cloud environments grows with it. Commvault can ensure protection, access and E-Discovery of your data – whether in a private cloud, a Service Provider delivered public cloud, or a hybrid cloud environment – across the heterogeneous enterprise. In his general session at 18th Cloud Expo, Randy De Meno, Chief Technologist - Windows Products and Microsoft Part...
May. 26, 2016 06:15 PM EDT Reads: 369