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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Pessimism Reigns Supreme
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreSimple Beats Complex
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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Bob Farrell’s 10 Rules of Investing
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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The Future of Wealth Management
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 are Toxic for Building Wealth
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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Why Your Financial Advisor Hates the Fiduciary Standard
I find it deplorable we need the Department of Labor (DOL) to tell insurance agents and financial advisors to do right by their clients. Even…
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Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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