Where to Find Investment Income
“Big banks, highly leveraged casinos, do whatever they can to keep the cost of their gambling as cheap as possible.” – Max Keiser, American Journalist…
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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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August 2022 Video Commentary
Pure Portfolios’ Chief Investment Officer, Nik Schuurmans, talks the Fed’s Jackson Hole meeting, yield curve, strength of the U.S. dollar, and more. Let us know…
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Intra-Year Market Declines
“The last leg of a bull market always ends in hysteria; the last leg of a bear market always ends in a panic.” – Jim…
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Calling Market Inflection Points
“You make most of your money in a bear market, you just don’t realize it at the time.” – Shelby Cullom Davis, investor, businessman, former…
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The Biggest Risk to Retirees Revisited
“The most important part of a plan is planning on your plan not going according to plan.” – Morgan Housel, author & investor The last…
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July 2022 Market Commentary
“It would be silly to expect every bear market to turn into the Great Depression. It would be equally wrong to expect that a fall…
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Signs of a Market Bottom
“History doesn’t repeat itself, but it often rhymes.” – Mark Twain I post my blog every week on LinkedIn. Last week, I wrote about what…
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Which Asset Class Has it Right?
“Majority opinion can give any market movement considerable momentum that keeps it going in the same direction. Majority opinion is inevitably and consistently wrong at…
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Recession Obsession
“When y’all think they going to announce that we going into a recession?” – Cardi B, famous hip hop artist Forecasting the next recession has…
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