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…
Read More
Simple Beats Complex
How to Drive your Retirement Portfolio into the Ground
“Invert, always invert.” – Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett’s partner. Long-term investing is boring. Markets take time, discipline is hard, and being patient isn’t exactly thrilling. It’s been said the human mind rejects ideas that...
read moreBob 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…
Read More
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…
Read More
Mutual Funds are Toxic for Building Wealth
Mutual funds will cease to exist in their current form. Low rates and compressed returns will expose archaic investment vehicles that are tax inefficient, cost…
Read More
Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
Read More