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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Leveraging Your 401(k) for Good Citizenship

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In this article for The New York Times, columnist Ron Lieber reports on how everyday investors are making the world a better place through socially responsible investing strategies. How to Get Socially Conscious Funds Into Your 401(k) by Ron Lieber… Continue reading →

 

The Truth About Annuities in the SECURE Act

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Our very own Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells The Philadelphia Inquirer how annuities can be both good and bad for everyday investors. SECURE Act, signed by President, a game-changer for retirement plans by Erin Arvedlund… Continue reading →

 

Navigating A Zero Commission World

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My business partner Mitch Tuchman, Rebalance Managing Director and Chief Investment Officer, tells Reuters how our clients save on annual portfolio rebalancing fees and how zero commissions ends an outdated and conflicted business model. How to make the most of a… Continue reading →

 

Rebalance Spotlight: Q & A with Drew Pratt, Vice President of Investment Advice

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“I want to help people do the right thing and to be at ease” Drew Pratt is the latest addition to the Rebalance team. As Vice President for Investment Advice, Pratt will contribute to the firm’s wealth management practice while… Continue reading →

 

Inheriting A Windfall? A Cautious, Financial Plan Is Best.

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The average American inheritance is approximately $177,000, according to a recent industry survey, yet seven in 10 people who inherit a large amount of money will lose it all in a few years, according to the National Endowment for Financial… Continue reading →

 

Fidelity Investments Announces the Elimination of Trading Commissions

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Fidelity Investments announced today the elimination of commission fees for online trading of stocks, options and ETFs. In this piece for The Wall Street Journal, journalist Justin Baer reports on this announcement after Schwab announced a similar strategy last week.… Continue reading →

 

Rebalance Clients Remain Unaffected While Consolidation of Wealth Advisory Firms Sweeps Through the Industry

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In this piece for The New York Times, journalist Paul Sullivan reports on the current consolidation trend that is impacting wealth advisory firms nationwide and ultimately how this development impacts clients. Wealth Advisory Firms Are Merging, but What’s in It… Continue reading →

 
Trump Moving To Delay Rule That Protects Workers From Bad Financial Advice

NPR Reporting On The Fight To Make Retirement Investing Safer

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Chris Arnold is a reporter with NPR who has a knack for explaining the complexities of investing in simple, plain English. In the ongoing fight for greater consumer protections, NPR produced a segment that highlights the intricacies of the fiduciary rule, and… Continue reading →

 
Retirement saving for freelancers and contractors

Retirement Planning – Freelancers Have A Secret Weapon, The Solo 401(K)

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An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be… Continue reading →

 
    

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