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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An Appreciation of Yale’s Star Investment Chief, David Swensen

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The lives of financial titans can seem otherworldly, replete with the trinkets of absurd wealth that come from commanding personal billions. Then there’s David Swensen, the one-time Wall Streeter who passed up all that and instead focused on something larger… Continue reading →

 

The Best Father’s Day Gift Ever

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Not long ago, I received an unexpected early Father’s Day gift from my older daughter when she returned home for a long weekend visit with mom and dad. Since graduating from college Alyssa had been living in the Chicago area,… Continue reading →

 

Inflationary Trends: Should We Be Afraid?

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Will inflation be a real problem in the coming years, or a short-term blip that settles down quickly into steady economic growth? That is the debate among economists and policymakers of all stripes, as recounted by Neil Irwin in this… Continue reading →

 

Reflation Risk (And Why Goldman Sachs Says We Will Be Ok)

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Reflation Risk According to Goldman Sachs With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy… Continue reading →

 

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 →

 
    
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