Investing for your long-term goals is not rocket science. In this popular investing webinar, 1982 HBS alum Scott Puritz, Managing Director of award-winning wealth management firm Rebalance, reveals fundamental, time-tested concepts powering the world's most successful and respected endowments. Armed with this knowledge, you will feel empowered to make decisions that will help you live well and retire with more.
There really are just a few fundamental choices to make, choices that over time lead to better investment returns. What’s more, you can get those returns without all the jumpiness and second-guessing common among short-term thinkers and supposed Wall Street “pros.”
Puritz will share the following important investing insights:
• The most effective strategy for increasing savings with low risk. You will hear about why it is not about picking stocks but instead owning the entire economy through a broad sampling of companies and industries.
• Why hidden fees are the Achilles heel of most investors. The cost of investing is shrouded in unnecessary financial doublespeak. That’s precisely to hide how large a role fees play in determining your long-term investment growth.
• Key questions to ask a financial advisor to ensure that they are acting in your best interest. Most financial advisors and stock brokers claim they work in your interest, but it turns out there’s a tricky loophole in how they say it that lets them off the hook.
Participants must register by Noon on September 28th to receive details on joining the discussion. The Zoom link will be sent out 24 hours before the event.
Please note that no refunds will be issued.
Managing Director, Rebalance
Scott Puritz is a nationally recognized retirement investing expert, with references in the New York Times, Wall Street Journal, NPR, Forbes, CBS, PBS and USA Today. He testified before the U.S. Senate on new rules designed to make retirement investing safer for all Americans.
Scott’s career endeavors have had a common thread: harnessing technology and entrepreneurship to deliver value where the need is great. He has successfully started and grown businesses that have helped millions of people.
At Rebalance, Scott has assembled infrastructure and service delivery methods that bring our clients sophisticated investment advice and the personalized treatment offered by exclusive wealth management firms, for a fraction of the cost.
Scott brings the same enthusiasm to his philanthropic work. As a long-time member of the Board of Directors of the North Carolina Outward Bound School, Scott sits on the Investment Committee, which oversees the School’s $15+ million endowment. In addition, he helped establish and grow a fruitful Outward Bound scholarship program for inner-city teens, giving them the opportunity to develop the skills necessary to succeed in life.
Scott received his B.A. in economics, with distinction, from Tufts University, and an M.B.A. from Harvard Business School. Scott is a registered Investment Representative and holds a Series 65 securities license.
Director of Growth Analytics, Rebalance
Lauren Simpson is a Web Analytics Specialist, who is passionate about the value of data in decisions and in engaging audiences. She captures and visualizes user behaviors to help clients make data-driven decisions at every part of their journey.
Lauren began building her analytics career in product development at a marketing agency, spearheading product testing and market research for General Mills and other companies. From there, she worked in account management at Gartner, where she gained experience in the finance, technology, healthcare, and security industries.
As Director of Growth Analytics at Rebalance, Lauren’s passion for personal finance will intersect with her professional activities, as she utilizes data analytics to amplify and evolve marketing strategy.
Lauren graduated from Brigham Young University with a Bachelor of Science in Marketing, and she holds a certification in Google Analytics.
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