“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…
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Pure Portfolios’ April 2024 Market Commentary
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…
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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…
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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…
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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…
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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…
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The Biggest Risk to Retirees Revisited
“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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Mitigating 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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