“The most important part of a plan is planning on your plan not going according to plan.” – Morgan Housel, author & investor The last…
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The Biggest Risk to Retirees Revisited
This is Why We Invest: Long-Term View on Markets
"Pessimists sound smart. Optimists make money." It's easy to get sucked into what could go wrong. In the digital age, if something is awry in the world, we are going to hear about it. In the below video, "This is...
read moreMitigating Damage without Playing the Market Oracle
“Imagine thinking you could predict when you would sprain your ankle or get in a car crash. Instead, develop the ability to absorb damage. Train…
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Pure Portfolios’ 2022 Client Letter
2022 was the year of the opposite. Every market trend and economic reality we’ve known to be true the last ~12 years swung the other…
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Pure Portfolios’ 2021 Client Letter
2021 marks the five-year anniversary of Pure Portfolios (see The Story of Pure Portfolios). We are grateful for the client relationships we’ve built along the…
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What is the Right Stock Allocation for Retirees?
“The trouble with retirement is that you never get a day off.” – Abe Lemons, college basketball coach It’s a delicate balance every retiree faces….
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Worried About Inflation? You Might Own These Assets
“Inflation sparks heated debates because everyone spends their money differently so there’s no single inflation rate — your inflation may be very different than someone…
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When Was the Last Time you Changed your Mind?
“If I were tasked with building the ultimate human investor, being able to change one’s mind would be the number one skill on the list.”…
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Is There Ever a Good Reason to Panic Sell?
“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” Peter Lynch, famous investor. The below exchange…
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Is a Roth Conversion Right for You?
To convert or not to convert? Too often investors want to convert to a Roth IRA without fully understanding the risks, benefits, and how a…
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