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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Yale's Charley Ellis on your most important investment choice

Charley Ellis: Indexing Is The Biggest Investment Decision You Will Make (Part 2)

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Part 2 of Rebalance Managing Director Scott Puritz’s talk with financial luminary Charley Ellis about his latest book his ideas about investing in stocks and bonds in the current market, and what he tells his own children about the investing life. Continue reading →

 
Your 401(k) costs you far too much money

It’s Your Money, Take It With You, Dammit!

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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 →

 
John Bogle meets Rebalance Managing Director Scott Puritz

Meeting Index Fund Creator John Bogle

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This week, I had the distinct pleasure of participating in the Institute for the Fiduciary Standard’s “Campaign for Investors” launch. As a staunch supporter of retirement industry reform and fee transparency, I was invited to speak on panel at the event where I met with like-minded financial thought leaders, who supported the Labor Department’s new measures to make retirement… Continue reading →

 
Low-cost investments can save your retirement

How Does Rebalance Build Trust With Its Clients?

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Managing Director Scott Puritz shares how Rebalance builds trust with clients.  More on how Rebalance provides clients with peace of mind. transcript We build trust with our clients first and foremost by listening to them and fully understanding what’s going on in their lives and what they need from their retirement investing. Second, every one… Continue reading →

 
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

The $17 Billion Cost Of The Status Quo For America’s Retirement Savers

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The following opinion editorial, originally published in The Baltimore Sun, was co-authored by Rebalance Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. The editorial examines a proposed U.S. Department of Labor rule designed to make retirement investing safer. You can hardly blame an industry for defending… Continue reading →

 
How often should I speak to my retirement financial advisor?

Why Did You Co-Found Rebalance?

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Scott Puritz, Managing Director, explains why he and Harvard Business School classmate, Mitch Tuchman created Rebalance-IRA. Continue reading →

 
Long-term investment best practices for retirement

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

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

 
How often should I speak to my retirement financial advisor?

What Is The Difference Between Rebalance And Conventional Brokers?

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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?

What Role Does The Investment Committee Play At Rebalance?

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Scott Puritz, Managing Director of Rebalance, explains the role that the Investment Committee plays in crafting proprietary low-cost retirement portfolios. Continue reading →