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Deciding the best path for your old 401k? Discover four practical options to manage your retirement savings effectively. From keeping it with your former employer to exploring an IRA, find the right fit for your financial goals. Check out the full video for more insights! 📺 Full YouTube Video https://youtu.be/OcXZAeD8XZY 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
Four Retirement Account Moves to Consider #financialplanning #retirement
Deciding what to do with your 401(k) after leaving a job or retiring is an important financial step. This video explores four rollover options, discussing the benefits and potential drawbacks of each. From simplifying your accounts to gaining more control over investments, find out which option aligns best with your goals and retirement plan. Watch now to make informed choices for your financial future. 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
What to Consider When Rolling Over a 401(k)
As we close out 2024, our Chief Investment Officer, Nik Schuurmans, reflects on a year of unexpected market resilience amid challenges like elections, inflation, and AI-driven momentum. In this month’s commentary, Nik explores valuation shifts in U.S. large-cap stocks, evolving investor expectations, and the potential impact of a mixed economic cycle and Fed actions on 2025 returns. With actionable insights and a focus on preparation over prediction, this video equips investors to confidently navigate the year ahead. 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
December 2024 Market Commentary: Valuation Risks, Fed Rate Cuts & AI’s Role in 2025
Transitioning from building wealth to preserving it requires a new mindset. Discover the overlooked skills that retirees need to embrace for financial stability and fulfillment. For a deeper dive, check out the full video below. 📺 Full YouTube Video https://www.youtube.com/watch?v=vlEvdgEvrBE 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
From Building to Preserving: The Wealth Shift No One Talks About #wealthbuilding #financialplanning
When it comes to renting or selling, the numbers matter—but so does your happiness. Explore how personal goals and lifestyle priorities can guide your financial decisions. Watch the full video for more insights. 📺 Full YouTube Video https://www.youtube.com/watch?v=cpopq7HrLjI&t=320s 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
Balancing Finances and Happiness in Big Decisions #financialplanning #realestate
Wondering how taxes and interest rates affect your bond investments? You're not alone! Let's hash out the details on why U.S. Treasury bonds can be a tax-friendly option and explore when municipal or corporate bonds might make more sense based on your tax rate. Ready to optimize your bond strategy? Check out the full video below. 📺 Full Video https://www.youtube.com/watch?v=x9Ywjm_G7Z0&t=24s 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
Tips on How to Save on Taxes with Bond Investments #investing #bonds
There’s more to financial success than meets the eye. Learn the difference between flashy spending and building lasting stability. Watch the full video below for deeper insights. 📺 Full Video https://www.youtube.com/watch?v=tTb-to96nBw 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
Rich vs. Wealthy: What Defines True Financial Security? #moneytips #financialfreedom
In this month’s commentary, we unpack November’s key market trends, including Bitcoin’s remarkable performance, election-driven market shifts, and the S&P 500’s standout month. Our Chief Investment Officer, Nik Schuurmans, explores parallels between 2016 and 2024 elections, asset class movements, and why markets often defy the headlines. What lessons can investors draw from post-election trends? Tune in for insights and strategies to navigate the evolving market landscape. 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
November 2024 Market Commentary: Bitcoin Momentum, Election Impacts & S&P 500 Highlights
Wondering what you're really paying your financial advisor? We break down the truth about advisory fees, hidden costs, and why clarity matters. Don’t miss this essential info for smarter investing. Watch the full video for more! 📺 Full YouTube Video https://www.youtube.com/watch?v=GxyqcYnqRWQ 🔔 Subscribe for more episodes and insights! 👉 Have questions? Contact us at insight@pureportfolios.com 🔗 Sunday Coffee Reads Blog https://www.pureportfolios.com/blog/ 🔍 www.pureportfolios.com 🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable. -- Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees. Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments. We are professional human advisors, offering transparent and innovative fees.
The Truth About Advisor Fees: What You're Really Paying #finance #investing
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