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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The Future of Wealth Management
The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous wreck. It seems every time she invests money in the stock market it crashes. The...
read moreMutual 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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