Expert Advisors Archive
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
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
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 Does Rebalance Build Trust With Its Clients?
Scott Puritz, Managing Director of Rebalance, shares how Rebalance builds trust with clients. Continue reading
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
Client Success Stories
Scott Puritz, Managing Director of Rebalance, shares one of our firm’s gratifying client success stories. Continue reading
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
What Is “Rebalancing”?
Scott Puritz, Managing Director of Rebalance, discusses one important aspect to successful long-term retirement investing. Continue reading
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
