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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“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 →

 

Money Fund Yields Are Nearing Zero

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The Fed’s interest rate cuts are costing investors in money markets over $60 billion per year in lost income! One solution to this problem is to find a more appropriate investment portfolio for your short-term investing needs. For instance, you… Continue reading →

 

How to Deal with a Scary Stock Market

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Best known for his napkin sketches baring sound financial advice, Carl Richards is a master of boiling a complex financial topic down to its simplest concept. This especially rings true for his take on the COVID-19 stock market via his… Continue reading →

 

What Would Benjamin Graham Do? (Hint: Not Panic)

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What would Benjamin Graham do? That is likely a question Warren Buffett has echoed to himself throughout his vast career in investing. After all, it was Graham who acted as Buffett’s mentor and essentially provided the blueprint for his investment… Continue reading →

 

Stock Market Jitters? Breathe Calmly and Do This.

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Recent stock market turbulence is creating understandable turmoil and anxiety for investors. Famed New York Times columnist Ron Lieber imparts timely and sage advice by reminding investors to stay calm, ignore predictions and seek perspective. Freaked Out by the Stock Market?… Continue reading →

 

Aligning Your Thrift Savings Plan with Your Values

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Oftentimes it can be hard to be socially conscious while investing, especially if you’re a federal worker with a Thrift Savings Plan. In his “Your Money” column for The New York Times, writer Ron Lieber proposes a solution for those who… Continue reading →

 

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 →

 
    
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