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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Six Words and Three Numbers That Matter from Charley Ellis

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Say the word “finance” and many people’s eyes just glaze over. I totally understand that. Money and investing can be quite a dense topic, even for those of us in the business! It’s appealing, then, to have someone tell you… Continue reading →

 
Woman riding a unicycle that has a coin as the wheel, balancing on a tight rope

The Tricky Math of Retiring Into a Downturn

Retiring can be a very stressful stage for many people. Daily routines, life purpose, and long-term goals, all come to an inflection point at once. The recent downturn in the financial markets has added an extra layer of unknowns to… Continue reading →

 
Federal Reserve Chair Paul Volcker (top right) and President Richard Nixon (bottom right) with scenes of inflation from the 1940s and ‘70s. BEN KOTHE FOR THE WALL STREET JOURNAL.

How Previous Generations Handled Inflation Crises

The great late Maya Angelou famously said when speaking about important lessons from the past: “History, despite its wrenching pain, cannot be unlived, but if faced with courage, need not be lived again.”  Even though, she was not referring to inflation,… Continue reading →

 
President Reagan meets with Federal Reserve Chairman Paul Volcker in the Oval Office, July 16, 1981. PHOTO: BETTMANN ARCHIVE/GETTY IMAGES

Lessons From the Great Inflation of 1973-81

Former Federal Reserve Chairman, Paul Volcker, will be remembered for many policy decisions that still outlive his tenure. More specifically, the lessons learned from his handling of the Great Inflation of 1973-81 will be amongst the most relevant. As we… Continue reading →

 
ukraine war and your portfolio

The Ukraine War and Your Portfolio

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“Never bet on the end of the world, it only happens once and the odds are long.” — Unknown  “The way to make money in the market is not by timing the market but by your time in the market.” — Unknown … Continue reading →

 

For Investors: Short-Term Rattle, Long-Term Recovery

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The terrible destruction and demoralizing carnage of the Russian invasion of Ukraine has transfixed the world. Many, even in Ukraine itself, doubted that an invasion would come. Now, no one knows when or how it will end. Swiftly-moving world events… Continue reading →

 
2021 embossed in a brick wall. A dollar sign foil balloon floating in front.

Last Year’s Recovery Was Good. Why Do We Feel Insecure Now?

If 2021 felt like the year that everything fell apart, well, you’re not alone in that reaction. In the following detailed analysis, senior economics writer Neil Irwin of The New York Times does a masterful job of explaining the shifting… Continue reading →

 

Recent Rise in Inflation: Temporary or Permanent?

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How each generation invests is a fascinating topic.  For instance, the generation that grew up in the Great Depression is known for over-the-top frugality. What people today might call “life hacks” often are nothing more than the way great-grandma and… Continue reading →

 
carton of gold eggs falling. The carton says 4% Rule Nest Eggs on it.

The 4% Retirement Rule May Not Work Anymore!

Rising inflationary pressures are wreaking havoc with the longtime 4% retirement spending rule. This classic financial planning shortcut is under pressure. Check out this compelling analysis from The Wall Street Journal. Rising inflation today may suggest that the 4% rule… Continue reading →