Fixed income investing used to be much easier. An investor could clip 5% return in their sleep without taking much risk. For example, from 1987…
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There are two types of Dollar Cost Averaging (DCA). Automatically saving in your employer’s 401(k) is the good version. The investor is systemically purchasing shares…
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Time and again I speak with investors who have no clue what their advisor is charging them. CFA Institute published a report (February 2016) “From…
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The term “bubble” is bothersome when describing bonds. Investors are not clamoring to buy 10-year U.S. Treasury bonds with the expectation of getting rich. The…
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We talk to clients and potential investors daily. We listen to market experts and consume pages of investment research. It’s interesting to gauge the behavioral…
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Perception exists within wealth management that complex equals smart and simplistic equals dull. This is especially evident in the hyper-competitive college endowment space. The largest…
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I have never been a big fan of rigid rules, but every now and again we revisit brilliance that transcends time. Bob Farrell is a…
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In the last 12 months, I have had many conversations about the future of wealth management.  The values of Pure Portfolios express our views of…
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Mutual funds will cease to exist in their current form.  Low rates and compressed returns will expose archaic investment vehicles that are tax inefficient, cost…
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