Bond Returns Following Difficult Years
“It’s not that I’m so smart; it’s just that I stay with problems longer.” – Albert Einstein Bonds could use a public relations makeover. The…
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How Advisors Saddle Clients with Massive Tax Bills
My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.” Recently, we met a prospective client that was baffled how her advisor generated a large...
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Not a Typical Bank Failure
“This isn’t just one stupid bank making bad decisions. This is a real economic problem where the clients at Silicon Valley Bank were burning money…
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The Biggest Heist No One is Talking About
“Banks do not create money for the public good. They are businesses owned by shareholders. Their purpose is to make a profit.” – John Rogers,…
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February 2023 Market Commentary
“The main purpose of the stock market is to make fools of as many people as possible.” – Bernard Baruch, American financier Pure Portfolios’ Chief…
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Retirees: More is the Enemy of Enough
“Don’t risk what you have and need for what you don’t have and don’t need.” – Warren Buffett There’s a group of Twitter overachievers that…
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Assets That Could Hold Up During a Recession
“Fear, greed and hope have destroyed more portfolio value than any recession or depression we have ever been through.” – James O’Shaughnessy, Founder of O’Shaughnessy…
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Six Investing Lessons from 2022
“I have civilized my own subjects; I have conquered other nations; yet I have not been able to civilize or conquer myself.” – Peter the…
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January 2023 Market Commentary
“In investing, what is comfortable is rarely profitable.” – Robert Arnott, Research Affiliates Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, unpacks the first month of…
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U.S. Debt Ceiling Fiasco: Big Risk or Big Nothing?
“Playing political football with a vote to raise the nation’s debt ceiling has become as predictable as a Twitter rant from Charlie Sheen.” – Peter…
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