Scott Puritz

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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Survey: Most Americans Have No Clue What Their Retirement Plan Costs

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Do you know — really know — what you pay for your retirement plan? If you do, consider yourself in the minority. A recent Rebalance poll found that more than half of Americans (57%) believe they pay “no fees” or… Continue reading →

 

Clueless About 2020, Wall Street Forecasters Are at It Again for 2021

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If 2020 taught us anything, it’s that the unpredictable can (and will) happen. It may be a new year, but Rebalance’s advice stays true- you can not predict the stock market (no matter the year). In his recent column for… Continue reading →

 

A Stock Market Bubble? It’s More Like a Fire

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Investors who’ve been around the markets for a decade or more look back on big declines of the past and wonder: Is it happening again? Hindsight is 20/20, but the urge to “do something” about a portfolio that feels overstretched… Continue reading →

 

Why Baby Boomers Should Move Away from Bonds

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The famous last words of investors who insist on chasing returns are “It’s different this time.” The thing is, it is almost never different. The long-term predictability of asset class returns is a feature, not a bug, of investment portfolio… Continue reading →

 

This Presidential Election Proves You Can’t Rely on Wall Street for Predictions

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Our firm often emphasizes that there is no ‘genie in a bottle’ when it comes to success in the stock market. That is why Rebalance’s approach is to employ time-tested broad diversification, sophisticated asset allocation, and low-cost index funds to… Continue reading →

 

Worried About the Election’s Effects on Your Investments? Don’t Be.

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This presidential election year is especially contentious, rife with stress-inducing headlines and made even worse by an ongoing pandemic. Many people may be tense going into this election cycle, but Jeff Sommer recently wrote an apt column to dispel the… Continue reading →

 

How the Fiduciary Rule Has Helped Investors (Even Though it Wasn’t Fully Implemented)

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When I testified in front of the U.S. Senate on behalf of the fiduciary rule in 2015 my goal was always to help consumers have safer investment options. Even though the fiduciary rule was never fully put into effect, retirement… Continue reading →

 

Warren Buffett and the $300,000 Haircut

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Find out how a $12 hair cut taught Warren Buffett his key lesson about the power of compounding. The Oracle of Omaha probably got over his regret about that visit to the barber in his 20’s. Probably. by Jason Zweig… Continue reading →

 

“Best Interest” vs. Fiduciary Obligation – Know the Difference

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Despite the passing of a “best interest rule,” the finance industry’s regulatory structure is still very much anti-consumer. As a fiduciary, Rebalance is legally obligated to do what is best for our clients. While many advisors will claim to have… Continue reading →

 
    
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