“The information you consume each day is the soil from which your future thoughts are grown.” – James Clear, Atomic Habits “What have you been…
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What Should Retirees Pay Attention To?
Will Outsized U.S. Stock Returns Continue?
"When something is on the pedestal of popularity, the risk of a decline is high. When people assume — and price in — an expectation that things can only get better, the damage done by negative surprises is profound.” –...
read moreTo Convert or Not Convert? Roth is the Question
Just as diversification is important in investing, it’s equally important in retirement planning. By diversifying your assets across different types of accounts—taxable, tax-deferred, and tax-free—you…
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Why Not Go All-In on the S&P 500?
“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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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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