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…
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Take the Low-Hanging Fruit
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 morePlanning 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?
“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
“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
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
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
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
“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?
“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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