Scott Puritz Expert Advice

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Set it and forget it investing for retirement

Meet Scott Puritz

Scott Puritz, Managing Director of Rebalance, discusses how much emotions can impact your retirement investments. Continue reading

 
How often should I speak to my retirement financial advisor?

What Is The Difference Between Rebalance And Conventional Brokers?

Scott Puritz, Managing Director of Rebalance, on the importance of having a fiduciary obligations to clients. Continue reading

 
How often should I speak to my retirement financial advisor?

How Does Rebalance Help Clients “Retire With More?”

Scott Puritz, Managing Director of Rebalance, shares the key to successful retirement investing so that clients can retire with more. Continue reading

 
How often should I speak to my retirement financial advisor?

What Type Of Investor Can Benefit Most From Working With Rebalance?

Scott Puritz, Managing Director of Rebalance, describes the investor that can benefit the most from working with Rebalance. Continue reading

 
Set it and forget it investing for retirement

Reducing Client Fees By 52%!

Scott Puritz, Managing Director of Rebalance, explains how reducing fees is crucial in allowing our clients to retire with more. Continue reading

 
How often should I speak to my retirement financial advisor?

Who Are The Members Of The Rebalance Investment Committee?

Scott Puritz explains how Rebalance’s Investment Committee has some of the most distinguished financial experts in the world. Continue reading

 
How often should I speak to my retirement financial advisor?

What Role Does The Investment Committee Play At Rebalance?

Rebalance’s Scott Puritz explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading

 
How often should I speak to my retirement financial advisor?

Rebalance Investment Advisors

Scott Puritz, Managing Director of Rebalance, on how our firm’s investment advisors instill confidence in our clients every step of the way. Continue reading

 
How often should I speak to my retirement financial advisor?

What Is “Rebalancing”?

Scott Puritz, Managing Director of Rebalance, discusses one important aspect to successful long-term retirement investing. Continue reading

 
Long-term investment best practices for retirement

What Role Does Rebalancing Play In Portfolio Management?

Scott Puritz, Managing Director of Rebalance, explains the essential role that rebalancing plays in portfolio management. Continue reading

 
How often should I speak to my retirement financial advisor?

Client Success Stories

Scott Puritz, Managing Director of Rebalance, shares one of our firm’s gratifying client success stories. Continue reading

 
Set it and forget it investing for retirement

What Do You Tell A Client When The Market Goes Down?

Scott Puritz, Managing Director of Rebalance, discusses ways our firm helps clients succeed in the long-term as markets go up and down. Continue reading

 
How often should I speak to my retirement financial advisor?

How Does Rebalance Build Trust With Its Clients?

Scott Puritz, Managing Director of Rebalance, shares how Rebalance builds trust with clients. Continue reading

 
How often should I speak to my retirement financial advisor?

What Kind Of Feedback Do You Get From Rebalance Clients?

Scott Puritz, Managing Director of Rebalance, discusses the positive feedback that Rebalance receives from clients. Continue reading

 
How often should I speak to my retirement financial advisor?

What is the Rebalance Annual Check Up?

Scott Puritz, Managing Director of Rebalance, describes the Rebalance-IRA annual check up and how clients benefit from it. Continue reading

 
Long-term investment best practices for retirement

Why Did You Co-Found Rebalance?

Scott Puritz, Managing Director of Rebalance, explains why he and Harvard classmate, Mitch Tuchman, wanted to start a firm with a better approach to retirement investing. Continue reading

 
    

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