John Bogle, the longtime champion of low-cost investing and founder of the Vanguard Group, is not one to rest on his laurels. You would think that the recent Department of Labor “clients first” fiduciary standard ruling — earned after decades of fighting an investment industry focused on profits over people — would qualify as a big win. Don’t get me wrong, it… Read more »
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.’
Dear President Obama and Secretary Perez: As members of the financial advisor community, we are writing to express our appreciation for the leadership and hard work that you have devoted to the fiduciary duty rule just released by the U.S. Department of Labor. This extraordinarily important reform will protect millions of hard working Americans from the conflicts… Read more »
Mitch Tuchman speaks with U.S. News about how 1% mutual fund fees can actually add up to much more.
Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.
Sue Herera of PBS Nightly Business Report interviews Scott Puritz of Rebalance about why the classic 60/40 formula for investing (stocks/bonds) no longer applies and is, in fact, actually dangerous for your savings.
Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
Managing Director, Mitch Tuchman, spoke with Corey Johnson and Carol Masser from Bloomberg Radio about the importance of rolling over your employee-sponsored 401 (k) into an IRA with low fees when you change jobs.
Rebalance Managing Director Scott Puritz, and author Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance is transforming the investment industry through its unique combination of world-class financial experts and productivity-enhancing technology.
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
