“Thirty years ago the best investors had the biggest funnels of information. Today the best investors have the best filters of information. The market is…
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Do You Have an Information Filter?
Closest Thing to a Fat Pitch in Investing
“Interest rates go up and down, stock markets boom and bust, but human psychology never changes. I believe that studying how people think about and react to markets—and particularly studying the most common mistakes investors make—can give us an edge...
read moreWant Dividend Yield? Here’s Where to Look…
“As far as dividend yields go, the UK, Italy, Spain, and Singapore all offer dividend yields north of 4%, while US markets have the lowest…
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What Does the SECURE Act Mean for You?
On December 20th, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, effective January 1, 2020,…
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Pure Portfolios 2020 Client Letter
It seems like yesterday that we left the corporate suits behind to launch Pure Portfolios. We are forever grateful to the clients that took the…
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Pure Portfolios’ Best of 2019
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…
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Tis the Season for Wall Street Forecasting Pt. III
“Those who have knowledge, don’t predict. Those who predict, don’t have knowledge.” – Lao Tzu The annual charade of Wall Street sages predicting what will…
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Did Investors Experience a Golden Decade?
If 2000-2009 was the “lost decade” for U.S. equity markets, 2010-2019 might be dubbed the blissful Goldilocks decade. But just how good was it? In…
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It’s Time to Dump the Broken Risk Questionnaire
What would you do if your investment lost 20%? A) Buy more B) Sell C) Do nothing You’ve probably seen or taken a risk tolerance…
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Portfolio Lay-Ups for Year-End
“Some taxpayers close their eyes, some stop their ears, some shut their mouths, but all pay through the nose.” – Evan Esar, American Humorist Thanksgiving…
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