What would you do if your investment lost 20%? A) Buy more B) Sell C) Do nothing You’ve probably seen or taken a risk tolerance…
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It’s Time to Dump the Broken Risk Questionnaire
Pure Portfolios’ April 2025 Market Commentary
Markets declined by ~13% in April before recovering to end the month nearly flat. This marked one of the largest intra-month reversals in market history. In our April market commentary, we examine the factors behind the volatility, performance of key...
read morePortfolio Lay-Ups for Year-End
“Some taxpayers close their eyes, some stop their ears, some shut their mouths, but all pay through the nose.” – Evan Esar, American Humorist Thanksgiving…
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What to Make of the “Election Uncertainty” Talk?
“To be absolutely certain about something, one must know everything or nothing about it.” – Henry Kissinger I can’t go one day without reading or…
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What’s Your Different Kind of Wealth?
“That man is richest whose pleasures are cheapest.” – Henry David Thoreau Most people associate wealth with large bank accounts, extravagant homes, and luxury cars….
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“I’ll Just Buy Amazon Stock”
I was sipping on a watered-down passion fruit iced tea waiting for my 1 o’clock to arrive. I had never met the person face to…
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Your Wealth Manager Just Posted Record Profit Margins
“Your margin is my opportunity.” – Jeff Bezos, Amazon It was a dreary fall evening. It must have been a Tuesday or Wednesday because there…
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Can High Dividend Stocks Replace Paltry Bond Income?
“We should target high dividend payers because bond yields are offering nothing.” – Random investors everywhere. U.S. bond yields have plummeted in 2019 reigniting a…
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What is the Impact of Retiring in a High-Income Tax State?
Much goes into crafting a detailed retirement plan. We account for income, expenses, unexpected healthcare events, annual home maintenance, travel, etc. A good plan gets…
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Could the 2020 Election Derail the Stock Market?
Everywhere we turn people are convinced the presidential election adds a layer of uncertainty to the financial markets. Depending on your politics, the election could…
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