We talk to clients and potential investors daily. We listen to market experts and consume pages of investment research. It’s interesting to gauge the behavioral…
Read More
Pessimism Reigns Supreme
The Retirement Mindset
“When people are successful, it usually brings in hubris, overexpansion, a belief that we can’t miss, which is very dangerous.” – Howard Marks, Oaktree Capital The mindset for building wealth is a close cousin to the mindset that destroys wealth....
read moreSimple Beats Complex
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
Bob 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