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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fantasy football is not an investment strategy

An NFL Fantasy Football Draft Strategy Is Not An Investment Strategy

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As summer winds down many of us are heartened by the promise of crisp autumn air, pumpkin spice coffee drinks, and the weekly showdowns of NFL football giants. Amazingly, alongside the absolutely enormous revenue machine that is pro football, a… Continue reading →

 
next chapter; retirement planning; longevity

What’s Your Next Chapter? The Time To Plan For It Is Now

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Many people, prompted to think about how long they might stay at work, fall back on statistics they hear in the media. You know, the ideal retirement age is 65, maybe a few years more, tops. The thing is, that… Continue reading →

 

Is Your 401(k) Truly Competitive? Benchmark To Find Out

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Assets in the top 401(k) plans exceeded $1 trillion in the past year and participation rates stayed steady at 81 percent, according to a new report from retirement industry tracker Judy Diamond. Finance, tax and insurance providers led the list… Continue reading →

 

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 →

 
    
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