“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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How to Reduce Capital Gains in your Portfolio
The Retirement Mindset
“When people are successful, it usually brings in hubris, overexpansion, a belief that we can’t miss, which is very dangerous.” – Howard Marks, Oaktree Capital The mindset for building wealth is a close cousin to the mindset that destroys wealth....
read moreWorried 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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What’s Your Silver Lining?
The days blend together. I feel like Bill Murray in the movie Groundhog Day. I’m working at my makeshift office at the end of the…
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