“I might just put my money in the S&P 500 and call it good. “ – anonymous prospective client The drumbeat is growing louder as…
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Markets After Major Geopolitical Events
The Retirement Propaganda War
“I’ve found that investors who rely on crystal balls frequently wind up with crushed glass.” – Martin Zweig, famous investor I haven’t seen anything like…
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Hey Retirees, the 4% Rule is Back
“At the end of the day, it’s not a normal condition to have interest rates at zero.” – Lloyd Blankfein, former CEO of Goldman Sachs…
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Retirees: More is the Enemy of Enough
“Don’t risk what you have and need for what you don’t have and don’t need.” – Warren Buffett There’s a group of Twitter overachievers that…
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Pure Portfolios’ 2022 Reading List
“Reading a book isn’t a race – the better the book, the slower it should be absorbed.” – Naval Ravikant, author & investor I’ve asked…
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The Biggest Risk to Retirees Revisited
“The most important part of a plan is planning on your plan not going according to plan.” – Morgan Housel, author & investor The last…
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What is the Right Stock Allocation for Retirees?
“The trouble with retirement is that you never get a day off.” – Abe Lemons, college basketball coach It’s a delicate balance every retiree faces….
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Is a Roth Conversion Right for You?
To convert or not to convert? Too often investors want to convert to a Roth IRA without fully understanding the risks, benefits, and how a…
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Why are ETFs Tax-Efficient?
“Those of you who make investments outside of any retirement accounts are absolutely crazy if you are using actively managed funds rather than ETFs.” Suze…
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