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w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
Blind Spots | Rich vs. Wealthy
-- 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
This is Why We Invest: Long-Term View on Markets & Investing
#novembermarketcommentary #investmentcommentary #novemberstockmarket In Pure Portfolios’ November 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, covers the 'Three Headed Monster'; the 10-year Treasury yield, oil prices, and the U.S. dollar.  These key macro inputs have shifted from a stock market headwind to a brisk tailwind.  Is the the November rally sustainable?  -- 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
Pure Portfolios | November 2023 Market Commentary
Join Toby and Nik, self-proclaimed nobodies, as they dive into the dynamic world of markets and finance. In this podcast, they bring you insights, discussions, and a sprinkle of humor as they explore various asset classes and market trends. From sharing their perspectives to answering burning questions, Toby and Nik cover it all. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
Blind Spots | Not Your Grandpa's REIT | Happy Half Hour with Toby Weber
📈 2023 Investment Insights: Unlocking the Total Return Equation Are you a pre-retiree or retiree who wants high-quality advice without the high fee? Discover the crucial shift in the total return equation over the last 18 months that no one else is talking about. In this video, Nik Schuurmans, CFA®, uncovers the significance of a balanced total return equation when pursuing your financial goals. We delve into the evolution of the total return equation and discuss Wall Street insights, stock market trends, and the impact of the Fed funds rate. If you’re looking for tips on optimizing investment returns and investment opportunities for financial stability, watch as we explore the transformation from a near-zero rate environment in 2016 to the more balanced landscape of 2023. 💡 Key Takeaways for Investors Explore the potential of a 3% income and 3% appreciation contributing to a total return target of 6%. Gain insights into the current investment landscape and why 2023 might be the most attractive setup for investors in over a decade. 🌐 Why This Matters For savvy investors, especially those seeking low-fee advice, this video provides valuable insights into navigating the complexities of the current market. Don't miss out on understanding how the total return equation impacts your portfolio in 2023. 👥 Who Should Watch Pre-retirees and retirees managing $1M to $5M Individuals seeking low-fee advice without compromising on professionalism Investors looking for a balanced approach to total return in the ever-changing financial landscape Time Stamps: 00:00 Introduction to the Total Return Equation 00:45 2016: Zero-Rate Environment & Minimal Income 2:18 2023: Balanced Equation - 3% Income + 3% Appreciation 3:40 Navigating the Journey From 0% Rates to 5%+ Fed Funds Rates 4:05 Conclusion - Attractiveness of Total Return Equation in 2023 Let us know your thoughts about “2023 Investment Insights: Unlocking the Total Return Equation” in the comments below, and don’t forget to subscribe for more content about investing and retirement planning! About Us: Pure Portfolios is a financial services firm with professional human advisors offering transparent and innovative fees and creating a modern wealth management experience for our clients. With offices based in Camas, Washington, and Lake Oswego, Oregon, we are dedicated to helping retirees and pre-retirees looking for quality, low-fee advice. Learn more about Pure Portfolios at https://www.pureportfolios.com/. Additional Content to Consider: View more videos about trends like this one on the Pure Portfolios YouTube Gallery: https://www.pureportfolios.com/youtube-2/. Check out our related articles on this subject in our blog: https://www.pureportfolios.com/blog/. Rather listen than watch or read? Check out our podcast here: https://www.pureportfolios.com/podcast/. Connect With Us: Ready to optimize your investment strategy in 2023? We're here to help you work toward your financial goals. Reach out to us now and let's get started! 👉 https://www.pureportfolios.com/ 📧 insight@pureportfolios.com 📞 1(877) 261-0015 Your financial journey is our priority. Thanks for tuning in to “2023 Investment Insights: Unlocking the Total Return Equation.” Subscribe for more updates, and we'll see you next time! -- 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
2023 Investment Insights: Unlocking the Total Return Equation -- Pure Portfolios
Join us on the latest episode of Blind Spots as we delve into the most prevalent issues that retirees encounter. In a surprising twist, financial challenges didn't take the spotlight. Tune in this week as we explore the top financial hurdles faced by retirees and uncover effective strategies to steer clear of them. -- 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
Blind Spots: The Top 5 Financial Challenges for Retirees
I was perusing Twitter over the weekend. This is my usual routine looking for content ideas, market nuggets, and charts of interest. I stumbled across a couple of gems. If I didn't see it, I wouldn't believe it. In this video we examine top S&P holdings from 2013 vs. today, U.S. small cap stocks shrinkage, and how two large cap companies might swallow the world. -- 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. Learn more by visiting https://www.pureportfolios.com/the-pure-experience/.
Latte with Nik: If I Didn't See It, I Wouldn't Believe It
#blindspotspodcast #retirementproblems #howtoretire w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com 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.
Blind Spots: I've Got 99 Problems & Retirement is One
#Marketcommentary #Fedratehikes #stockmarket In Pure Portfolios' October 2023 Market Commentary, Chief Investment Officer, Nik Schuurmans, unpacks earnings, the GDP print, Fed rate hikes, what's working & what's not working... w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com 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 | October 2023 Market Commentary
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