“The biggest risk is always what no one sees coming, because if no one sees it coming, no one’s prepared for it; and if no…
Read More
Probable Probabilities
What’s NOT Going to Change in 10 years?
“When you have something that you know is true, even over the long term, you can afford to put a lot of energy into it.” – Jeff Bezos, Amazon founder Amazon founder Jeff Bezos was often asked what's going to...
read moreTo Convert or Not Convert? Roth is the Question
Just as diversification is important in investing, it’s equally important in retirement planning. By diversifying your assets across different types of accounts—taxable, tax-deferred, and tax-free—you…
Read More
Understanding Safe Withdrawal Rates
One of the key considerations in retirement planning is determining a safe withdrawal rate – the pace at which you can draw down your savings…
Read More
Rush to Riches
“Slow success builds character. Fast success builds ego.” Ratan Tata, former chair of Tata Group A young golfer approaches her swing coach and asks, “How…
Read More
The Most Valuable Financial Advisor Task
“Investors are always searching for good ideas, when what they need are good habits.” – Jason Zweig, Wall Street Journal & author If you asked…
Read More
How High Interest Rates Impact Financial Decisions
“Invest in preparedness, not prediction.” – Morgan Housel, Collaborative Fund Financial planning is important because it helps clients understand where they stand today and what…
Read More
How to Create a Realistic Budget
“The budget is not just a collection of numbers, but an expression of our values and aspirations.” – Jacob Lew It’s not what the market…
Read More
Pure Portfolios’ 2023 Client Letter
There’s an old parenting quip, “the days are long, but the years are short.” The saying can be attributed to parents of young children who…
Read More
Pure Portfolios’ 2023 Reading List
“In my whole life, I have known no wise people who didn’t read all the time — none, zero. You’d be amazed at how much…
Read More