“The person who does not read has no advantage over the person who cannot read.” – Mark Twain I’ve asked the Pure Portfolios team to…
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Pure Portfolios’ 2025 Reading List
Pure Portfolios’ 2025 Reading List
“The person who does not read has no advantage over the person who cannot read.” – Mark Twain I’ve asked the Pure Portfolios team to provide a list of influential books they’ve read in 2025, along with a brief description...
read moreBig Ideas I Can’t Shake
“Fit body, calm mind, a house full of love. These are things that cannot be bought – they must be earned.” – Naval Ravikant, entrepreneur…
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Tapping $100,000 of Retirement Income Tax Free
Minimizing taxable income in retirement is an Olympic sport for financial advisors. Roth conversions, charitable giving, asset location, tax-free bonds, being mindful of IRMAA brackets,…
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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.”…
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Paid to Quit Social Media
“A study of happiness found that social media use ranked dead last, out of twenty-seven different tracked leisure activities, in making people happy.” – Scott…
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There is No Magic Retirement Number
Why the “$2 Million to Retire” Rule Is Misleading If you’ve ever Googled “How much do I need to retire?”, you’ve likely come across articles…
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4576 Weeks to Live
“Remembering that you are going to die is the best way I know to avoid the trap of thinking you have something to lose. You…
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Is Your Retirement Plan Ready for Market Volatility?
Market uncertainty is the rule—not the exception. Interest rate hikes, inflation pressures, and political noise aren’t going away anytime soon. If you’re nearing or in…
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5 Tasks to Add to Your Spring Cleaning List
Springtime signals renewal—a perfect opportunity not only to clean your home but to tidy up your finances as well. Add these tasks to your list…
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