Scott Puritz, Author at Rebalance

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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Passive Investing Is Active In All The Right Ways

by Scott Puritz

There are plenty of buzzwords in the investing world, few of them more debated than the idea of active vs. passive investing. Passive doesn’t not necessarily mean “do nothing.” After all, doing nothing would mean not investing at all! Rather,… Continue reading →

Build A Statue For John Bogle? Here’s A Better Idea

by Scott Puritz

My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading →

John Bogle explains a new rule that will save retirement

John Bogle’s Legacy Has Only Just Begun

by Scott Puritz

I had the privilege of joining John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the launch of the groundbreaking initiative ‘Campaign for Investors.’ I hope to honor Bogle’s legacy by continuing to advocate… Continue reading →

Have I Got a Fund For You! Why Brokers Push Some Investments

by Scott Puritz

Buyer Beware! Efforts to make investing safer and more transparent for all Americans are being vigorously resisted by big Wall Street banks such as Morgan Stanley, Merrill Lynch, Wells Fargo, JP Morgan and UBS. Unfortunately, these firms have anti-consumer business… Continue reading →

U.S. Treasuries: Higher Yields Without the Risk

by Scott Puritz

It’s a concern I always hear from clients, “I want to get the most out of my investment account, but am too risk averse.” Fear of losing money in your retirement account is valid, however, it can also paralyze people… Continue reading →

Decades Old Debate Put to Rest: Active vs. Passive Investing

by Scott Puritz

I was honored and thrilled to participate in a sold-out panel for the CFA Society (co-sponsored by the Financial Planning Association) aimed at educating investors on the many differences between active and passive investing. During the lively panel discussion, I… Continue reading →