“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?
International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The Humble Investor In the spring of 2023, Larry Summers, former US. Secretary of the Treasury,...
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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