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
8 Signs Your Family Will Fight Over Your Estate
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 moreWhy 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
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
“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?
“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
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…
Read More
Advantages of Working with Independent Firms
The perception exists that investing money with large, established firms is the conservative route. The explosive growth of the independent Registered Investment Advisor (RIA) tells…
Read More
Why Your Financial Advisor Hates the Fiduciary Standard
I find it deplorable we need the Department of Labor (DOL) to tell insurance agents and financial advisors to do right by their clients. Even…
Read More