• Skip to main content
  • Skip to footer

Pure Portfolios

  • Invest
  • Plan
  • Team
  • Videos
  • Blogs
  • The Pure Experience
  • FAQs

Let’s Talk Client Login

Ai Generated 9268433 1280

How Advisors Saddle Clients with Massive Tax Bills

My favorite quote on taxes comes from Morgan Stanley… “You must pay taxes, but there’s no law that says you have to leave a tip.” Recently, we met a prospective client that was baffled how her advisor generated a large...
read more
  • Investing
  • Retirement
  • Planning
  • Market Commentary

Take the Low-Hanging Fruit

Orange 1117645 1280
Take the Low-Hanging Fruit post image
Take the Low-Hanging Fruit

The market carnage to close out 2018 carries an important reminder.  Investing is hard.  Performance comes and goes.  The last nine years of easy money…
Read More

Planning for the Ugly

Entrepreneur 593358 1280
Planning for the Ugly post image
Planning for the Ugly

“Telling people to “ignore the noise” or “think for the long-term” does not help in the moment unless you’ve set realistic expectations ahead of time….
Read More

Is Your Asset Location Costing You?

Graph 4737109 1280
Is Your Asset Location Costing You? post image
Is Your Asset Location Costing You?

“You must pay taxes.  But there’s no law that says you gotta leave a tip.” – Morgan Stanley Most investors are familiar with the basic…
Read More

Unwinding a Variable Annuity

Rope 1500380 1280
Unwinding a Variable Annuity post image
Unwinding a Variable Annuity

“Variable annuities are the cigarettes of the investment world, which has hidden its curse for decades.” – Ken Fisher, Fisher Investments. I keep a fluid…
Read More

8 Signs Your Family Will Fight Over Your Estate

Estate Planning
8 Signs Your Family Will Fight Over Your Estate post image
8 Signs Your Family Will Fight Over Your Estate

This is a guest post from our estate planning partner Everplans.  In our effort to provide value beyond investment management, we will occasionally feature content from…
Read More

Why Clients Fire their Advisor

Blog Firing Clients 800
Why Clients Fire their Advisor post image
Why Clients Fire their Advisor

Change is hard.  Humans like patterns, routines, and familiarity.  This is especially true when dealing with sensitive issues like financial affairs.  We rely on people…
Read More

Pure Portfolios 2017 Client Letter

Road 4068061 1280
Pure Portfolios 2017 Client Letter post image
Pure Portfolios 2017 Client Letter

In the spirit of the great Warren Buffett’s annual shareholder letter, we feel it’s important to share not only our thoughts on financial markets, but…
Read More

Introducing Everplans

Pexels Pixabay 357514
Introducing Everplans post image
Introducing Everplans

“In a moment of crisis, the last thing a family should be doing is worrying or being hassled about paperwork. Everplans elegantly solves that problem.”–…
Read More

Should I Borrow Against my Portfolio?

Pexels Karolina Grabowska 4968548
Should I Borrow Against my Portfolio? post image
Should I Borrow Against my Portfolio?

“We were dramatically pushed to put these on all of our client accounts.”– Steven Dudash, former Wall Street broker. Traditionally reserved for high net worth…
Read More

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Go to Next Page »
Pure Portfolios
Get In Touch

insight@pureportfolios.com

1 (877) 261-0015

Twitter Youtube  Facebook

Lake Oswego Office

dashicons-location 1 Centerpointe Drive
Suite 120
Lake Oswego, OR 97035

Camas Office

dashicons-location 2005 SE 192nd Ave
Suite 200
Camas, WA 98607

Design by Tinyfrog Technologies

Form CRS | Form ADV | Notice of BCP | Privacy Policy | Web Accessibility | Site Map

This site is protected by reCAPTCHA and the
Google Privacy Policy and Terms of Service apply