Dental News

Prior to the COVID-19 crisis you may have thought, “I’m making plenty of money now, but am I going to work until I die?” Educational debt, debt from starting a practice, and additional family and other expenses lead many practice… Continue reading →

You are finally done — a doctor. And you’ve waited seemingly forever as your non-medical friends now have nice autos and purchased a home. They also have the time and money to dine out and entertain frequently. But it’s your… Continue reading →

If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people… Continue reading →

One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading →

I purchased a home in 1980 (before the practice!) at the peak of the housing boom  for $800 per month per month  (12 percent interest rate), bought a new car in 1981 for $310 a month (18 percent), then finally… Continue reading →

Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading →

I received the following letter from a young dentist recently. He represents the typical new general dentist in many ways. I am 32 years old with three children aged four, two and one-half, and 6 months. I graduated from dental… Continue reading →

There are all kinds of scams out there. Knowing where you are investing and how to avoid swindlers are important for your financial future. Here are 10 warnings and recommendations to help keep your savings and investments safe. Red Flag… Continue reading →

Scott Puritz has been around money for most of his 62 years, so he knows something about the subject. He comes from a family of entrepreneurs. He attended Harvard Business School. He loves researching, discussing and creating able enterprises. The… Continue reading →

Dr. Bob, age 55, with an income exceeding $250,000 and a portfolio approaching $400,000, lived with his wife, Claudia, in a lovely community. He was determined to enhance the lifestyle of his daughter, Kelly, and son-in-law, Matt, both age 28.… Continue reading →

Rebalance Managing Director Scott Puritz joined legendary Vanguard founder John Bogle, and other industry leaders, in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’ This week, I had the distinct… Continue reading →

Consuelo Mack is a long time fan of Professor Burton Malkiel and Dr. Charles Ellis. In fact, she had both of them on her show several times.  So naturally, she was intrigued when Burt and Charley joined the Rebalance team and took… Continue reading →

Recently, the U.S. Senate held hearings on new rules to make retirement investing safer for all Americans. My partner, Managing Director of Rebalance Scott Puritz, is a nationally recognized authority on retirement investing and was asked to provide the Senate… Continue reading →