“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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What is the Right Stock Allocation for Retirees?
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 to Reduce Capital Gains in your Portfolio
“A fine is a tax for doing something wrong. A tax is a fine for doing something right.” Anonymous You sold a large chunk of…
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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 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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The Untold Story of Pure Portfolios
August 2021 marks the five-year anniversary of Pure Portfolios. This is the untold story of how we launched. The Build-Up I was searching for a…
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Internal vs. External Focus
“Do not let what’s out of your control interfere with all the things you can control.” – John Wooden, legendary UCLA basketball coach. I have…
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The Biggest Risk to New Retirees
“Consider two degenerate gamblers flipping a quarter for $100 per flip. One of the gamblers has heads and the other has tails for the duration…
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Mitigating Damage without Placing a Trade
“We will all feel pain in the next recession or stock market drop, but what can we do now to mitigate the damage?” – Pure…
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