Do you have savings currently sitting in a bank account, missing out on compounding opportunities? Are you fearful of harnessing investing opportunities because of the recent topsy-turvy stock market? In this investing literacy webinar, Scott Puritz, HBS ’82, will guide attendees with sound investment advice, and will highlight the benefits and options of investing funds when it comes to planning one’s financial future.
There is no question that the stock market has taken consumers on a wild roller-coaster ride these past several years, coinciding with a slew of global events. This volatility, in part enhanced by hyperbolic news headlines, has spurred a great deal of fear and uncertainty amongst people hoping to save and invest for their financial future. Rather than invest and allow savings to compound and increase, many people have pulled their money out of the stock market and have parked it in a savings account that earns minimal interest.
In this investing literacy webinar, Scott Puritz, HBS ’82 and Managing Director of wealth management firm Rebalance, will discuss what to do with your parked cash in the current financial climate. Rising interest rates are presenting numerous opportunities, but the elevated inflation rate also is presenting many risks. Speaking from decades of experience, Puritz will highlight the benefits and options of investing funds when it comes to planning one’s financial future.
The Investment Committee at Puritz’s firm Rebalance, whose investing philosophies and wisdom drive many of Rebalance’s investing practices, is composed of several globally-renowned HBS alumni and Ivy League investors, including Princeton Professor Burton Malkiel and Dr. Charles Ellis. Both of these gentlemen have experienced prolonged periods of stock market volatility throughout their 50-year careers, and yet they maintain their original outlook: invest in low-cost index funds, allow your money to compound, do not allow your emotions to drive your investing decisions, and stay the course. Puritz will address all of these points in this webinar.
The virtual presentation will last 45 minutes, and will be followed by a question-and-answer period.
Participants must register by Noon on May 31st 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, Investment Committee Member - Rebalance
When Scott Puritz first met Mitch Tuchman while attending Harvard Business School, there was an immediate connection. Entrepreneurial kindred spirits, their friendship continues to this day.
Scott 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. With his wife Susan of 35 years, he is an avid supporter of his two daughters’ forays into travel, sports, and music.
Senior Director of Growth Marketing - Rebalance
Lauren Simpson is passionate about the value of data in decisions and in engaging audiences. She captures and visualizes user behaviors to make data-driven decisions at every part of the customer 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 Senior Director of Growth Marketing at **Rebalance**, Lauren’s passion for personal finance intersects with her professional activities. She utilizes data analytics to improve the client experience and evolve our marketing strategy. She leads internal and external webinars and events and manages all digital communications. Lauren spearheads B2B and B2C campaigns and tracks all analytics for the firm. Her acumen in utilizing data to drive growth plays a pivotal role on the Growth Marketing Team.
Lauren graduated from Brigham Young University with a Bachelor of Science in Marketing, and she holds a Google Analytics certification. In her spare time, she and her husband are in the process of renovating a home in New Hampshire.
Of all her successes and accomplishments, Lauren is most excited about one goal she strives for every day: to retire early.