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“A study of happiness found that social media use ranked dead last, out of twenty-seven different tracked leisure activities, in making people happy.” – Scott Galloway, author of The Algebra of Wealth The French philosopher and mathematician Blaise Pascal said, “"all of...
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Planning for the Ugly

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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….
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Is Your Asset Location Costing You?

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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…
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Unwinding a Variable Annuity

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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…
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8 Signs Your Family Will Fight Over Your Estate

Estate Planning
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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…
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Why Clients Fire their Advisor

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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…
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Pure Portfolios 2017 Client Letter

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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…
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Introducing Everplans

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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.”–…
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Should I Borrow Against my Portfolio?

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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…
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Should I Consolidate My Assets?

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Should I Consolidate My Assets?

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.”– Hans Hofmann. Having multiple investment managers is often viewed as…
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