According to a 2018 Cerulli study, 42% of investors either believe their financial advice is free or they have no clue how much they pay….
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The One-Page Challenge
What Are Reasonable Return Expectations?
“Reality will pay you back in equal proportion to your delusion.” - Will Smith, actor & musician Stanley Druckenmiller is one of the most successful investors of his generation. During his time running Duquesne Capital (1981 – 2010), he never...
read moreUltimate Transparency
Free from pretense or deceit Easily detected or seen through Readily understood Characterized by visibility or accessibility of information especially concerning business practices Source: Merriam-Webster…
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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…
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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?
“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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