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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The Point of Retirement? Enlightenment, or at Least Calm

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Retirement can mean many different things to many different people. But what is its deeper meaning? The Point of Retirement? Enlightenment, or at Least Calm By Mark Edmundson, Jan. 9, 2025 Winter is the season when the most Americans retire. But this year’s retirement wave may be a little smaller than last’s. There seems to… Continue reading →

 

A New Year’s Resolution to Fortify Your 401(k)

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Rebalance Investment Committee Member Professor Burt Malkiel, in his quarterly WSJ column, reinforces the enduring investing principles we put into practice for our clients at Rebalance. A New Year’s Resolution to Fortify Your 401(k) By Burton G. Malkiel, Jan 6, 2025 A new year is a natural time to examine one’s investments, and the stock… Continue reading →

 

What We Mean When We Talk About an Artificial Intelligence ‘Bubble’

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The Dutch Tulip market was all the rage in the 17th century, until it came crashing down. Is AI today’s Dutch Tulip? What We Mean When We Talk About an Artificial Intelligence ‘Bubble’ By John Letzing, Oct. 7, 2025 The sheer amount of money being directed at AI has stirred fears of a bubble. Comparisons… Continue reading →

 

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 →