The perception exists that investing money with large, established firms is the conservative route. The explosive growth of the independent Registered Investment Advisor (RIA) tells…
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Advantages of Working with Independent Firms
Pure Portfolios’ 2025 Reading List
“The person who does not read has no advantage over the person who cannot read.” – Mark Twain I’ve asked the Pure Portfolios team to provide a list of influential books they’ve read in 2025, along with a brief description...
read moreMismanaged Bond Portfolios Are Costly
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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Does Dollar Cost Averaging Work?
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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What Are You Paying for Wealth Management?
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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Google “Bond Bubble” For a Laugh
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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Pessimism Reigns Supreme
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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Simple 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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