“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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The Most Valuable Financial Advisor Task
Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
read moreHow 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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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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