Scott Puritz

Scott Puritz is a Managing Director at Rebalance and a member of the firm’s Investment Committee. He holds an M.B.A. from the Harvard Business School and is a nationally recognized retirement investing expert, with references in the New York Times, Forbes, CBS, PBS, NPR, and the Wall Street Journal. He recently testified before the U.S Senate on proposed rules designed to make retirement investing safer. Scott sits on the Board of Directors of the North Carolina Outward Bound School, where he is Chair of the Investment Committee, which oversees this organization’s $20+ million endowment.

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Do You Need a Financial Adviser? Ask Yourself These Four Questions

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Before you declare “I’ve got this,” make sure you actually do. Do You Need a Financial Adviser? Ask Yourself These Four Questions By Debbie Carlson, Nov. 5, 2025 There has never been an easier time to be a do-it-yourself investor, thanks to the host of technological aids such as financial calculators, budgeting and investing apps,… Continue reading →

 

Congress Thinks Hiding Fund Fees Is Good for You

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Open your eyes to hidden fees… they can make a huge chunk of your retirement savings disappear. Congress Thinks Hiding Fund Fees Is Good for You By Jason Zweig, Oct. 10, 2025 Asset managers and financial advisers have concocted a zillion ways to disguise their fees. Congress wants to give them yet another. A bill… Continue reading →

 

Private Equity Is Coming to Your 401(k). Should You Buy In?

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While it is being presented as the “hot” new thing, private equity may not be the best investment for your 401(k). Private Equity Is Coming to Your 401(k). Should You Buy In? By Randall Smith, Oct. 05, 2025 With private-equity funds on their way into workplace retirement plans, savers face a choice that matters: Are… Continue reading →

 

She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30.

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As this Wall Street Journal article discusses, it is never too early to start saving to help launch your child into the world one day. She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30. By Hannah Erin Lang, August 25, 2025 This is the final story in our series on… Continue reading →

 

5 Books to Help You Build a Bigger Nest Egg—and Have a Successful Retirement

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Kudos to our very own Charley Ellis for having his classic investment book “Winning the Losers Game“ featured in the WSJ. Check it out! 5 Books to Help You Build a Bigger Nest Egg—and Have a Successful Retirement By Jane Hodges, July 5, 2025 These are uncertain times for people saving for retirement. Volatile markets,… Continue reading →

 

Financial Literacy vs. Investing Literacy: Understanding the Nuances and Fundamentals

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“Don’t let anyone tell you that investing is too complex for regular people.” – The Elements of Investing In a world where financial news can feel overwhelming and jargon-heavy, it is easy to believe that investing is something only professionals understand. But the reality is, everyday investors can—and should—feel equipped to make confident decisions about… Continue reading →

 

Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves.

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President Trump’s tariff plan is ushering in a period of historic uncertainty and stock market volatility. Wall Street Journal columnist Jason Zweig offers up a thoughtful approach to such turbulent times.   Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. By Jason Zweig, April 4, 2025 Thinking clearly right now is harder—but… Continue reading →

 

Upsets Belong in Your March Madness Bracket – Not Your Stock Portfolio

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Hope springs eternal, especially in March. Like many firms, ours runs an informal NCAA basketball tournament pool for our employees. It is fun. The traditional college tournament thrills fans and creates so much interest that an estimated one in four Americans fills out a bracket to predict who will win it all. As a financial… Continue reading →

 

Navigating Stock Market Volatility Without Derailing Your Retirement

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For most people, investing can feel like a long drive down the highway. The sun is out, the road is flat, the music soothing. Even at 70 miles per hour the ride is uneventful. Until, of course, you hit a pothole or enter a rough stretch of pavement. Your trip can go from a snooze… Continue reading →