“Pay attention to what they do, not what they say.” – Anonymous I was perusing a research note from another financial institution on their portfolio…
Read More
Is Your Wealth Manager Overweight Equities?
Markets After Major Geopolitical Events
“The world changes. This is the biggest problem in markets.” – Bill Miller, former chairmen of Legg Mason Capital Management T. Rowe Price, founder of the Baltimore-based investment firm that bears his name, wrote an essay in 1937 titled, “Change...
read moreHow Common are 5+% Pullbacks?
A client asked me what our crystal ball was saying after the turmoil this week. It’s impossible to know what happens next, but it did…
Read More
How I’m Personally Invested
I give people advice about what to do with their money. Therefore, you have a right to know how I personally invest, and my attitude…
Read More
The Most Interesting Charts in the World
Our inbox is bursting with mid-year reviews, commentary, and predictions for the rest of the year. The blitz of content ranges from thought provoking to…
Read More
The Unspoken Costs of a Doomsdayer
My Uncle Joe is absolutely convinced the market is going to crash. He’ll seek me out at family gatherings and say things like; “Washington is…
Read More
Should You Only Own U.S. Stocks?
Many U.S. based investors believe so. In the investment universe, “Home Bias” is a term used to describe the tendency to own a heavy allocation…
Read More
Citywire Q&A with Nik Schuurmans
Pure Portfolios was recently featured in Citywire’s RIA “My Model Portfolio” series that ran in May’s print version and is live online (soft wall). Citywire…
Read More
Does your Portfolio Make the Grade?
“I already have a financial advisor managing my money.” That’s a good thing, right? Depends on the advisor. It can be dangerous to assume your…
Read More
Stability Breeds Instability
“Trump will fire off a tweet and tank the economy.” “The yield curve inversion all but guarantees a recession is right around the corner.” “Tariffs…
Read More