“It’s good to learn from your mistakes. It’s better to learn from other people’s mistakes.” – Charlie Munger, Co-founder of Berkshire Hathaway Unprecedented volatility Unprecedented…
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Unprecedented Uncertainty
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 morePure Portfolios’ June 2024 Market Commentary
In Pure Portfolios’ June 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers U.S. large cap extremes relative to small cap & value stocks, the…
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Tale of Two Markets
“What you see is not what others see. We inhabit parallel worlds of perception, bounded by our interest and experience. What is obvious to some…
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Probable Probabilities
“The biggest risk is always what no one sees coming, because if no one sees it coming, no one’s prepared for it; and if no…
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The Longest Drawdown in Recent History
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but aging boomers.” – Bill Gross, PIMCO founder…
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Pure Portfolios’ May 2024 Market Commentary
In Pure Portfolios’ May 2024 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers retailers reducing prices, gold’s sneaky good run, and the AI boom. Is…
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Principled Investing
“The dead outnumber the living fourteen to one, and we ignore the accumulated experience of such a huge majority of mankind at our peril.” —Niall Ferguson,…
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The Benchmark Fallacy
“The highest form of wealth is the ability to wake up every morning and say: ‘I can do whatever I want today.” — Morgan Housel,…
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Understanding Safe Withdrawal Rates
One of the key considerations in retirement planning is determining a safe withdrawal rate – the pace at which you can draw down your savings…
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