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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Your Money Needs to Go on a Vacation

According to the Wall Street Journal, it is important for American investors to avoid “home-country bias.” If foreign markets are ignored, returns could be crimped and volatility increased. Read this compelling article below. Your Money Needs to Go on a… Continue reading →

 

Professor Burton Malkiel — Our Giant

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Tenacity, unwavering faith and an intelligence rooted in academia. All descriptors of one man, who held a steadfast conviction about the best way to invest and kept his philosophies and ideas afloat for over a decade, when others publicly called… Continue reading →

 

Letter to a Young Crypto Enthusiast (or the Merely Curious)

While Rebalance does not consider cryptocurrencies to be a credible investment asset class, it is useful to keep abreast of investing trends. New York Times columnist Ron Leiber does a terrific job of explaining the cryptocurrency landscape. Letter to a… Continue reading →

 

What Investors Should Know About Money-Market Funds and CDs

Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains. Source: The Wall Street Journal May 6, 2023. What Investors Should Know About Money-Market Funds… Continue reading →

 

The 60-40 Investment Strategy Is Back After Tanking Last Year

With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors. Source: The Wall Street Journal April 12, 2023. The 60-40… Continue reading →

 

A Question About Your Money: Has Anything Truly Changed This Week?

With recent global financial turmoil, what should investors do? NYTs columnist Ron Lieber and Rebalance share the same strategy: “embrace inaction.” Source: The New York Times March 18, 2023. A Question About Your Money: Has Anything Truly Changed This Week?… Continue reading →

 

Many Banks Pay High Rates on Savings. So Why Aren’t You Moving Your Money?

If you are keeping a good amount of spare cash in a basic savings account at a big bank, you are missing out. After paying paltry rates for years, short-term interest rates have risen dramatically, and moving your money could… Continue reading →

 

What You Need to Know for the 2023 Tax Season

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The 2023 tax season has evolved back to pre-pandemic times, sans any stimulus payments and pandemic tax breaks. The maximum amount that one can save in workplace retirement accounts has gone up… and tax brackets have changed. See below for… Continue reading →

 
Illustration by Angelica Alzona

Value Stocks? Growth Stocks? Markets Last Year Turned Everything Topsy-Turvy.

Stocks have been topsy-turvy over the past year; this NYT article outlines an investment strategy to avoid volatility pitfalls. Check out the last four paragraphs of this article to see how their recommendations match the Rebalance investment philosophy. Source: The… Continue reading →