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...

Fee Schedule Trickery

“Everything should be made as simple as possible, but no simpler.” Albert Einstein The further removed we get from the traditional wealth management machine, the…
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Should You Only Own U.S. Stocks?

Many U.S. based investors believe so. In the investment universe, “Home Bias” is a term used to describe the tendency to own a heavy allocation…
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Citywire Q&A with Nik Schuurmans

Pure Portfolios was recently featured in Citywire’s RIA “My Model Portfolio” series that ran in May’s print version and is live online (soft wall). Citywire…
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So Much for Rising Rates

The cycle ended with hardly a peep, but it looks like the Fed is done increasing rates. Source: YCharts The above graph shows the initial…
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Better Decisions with Sound Financial Planning

I used to have a healthy disdain for financial planning. I viewed it as data entry; type numbers into a software program and generate a…
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Does your Portfolio Make the Grade?

“I already have a financial advisor managing my money.” That’s a good thing, right? Depends on the advisor. It can be dangerous to assume your…
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Millennial Advice from a Millennial

The millennial generation is defined to those born between 1981-1996. In other words, if you’re between 22-37, you’re a millennial (I’m 37). Like every preceding…
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Stability Breeds Instability

“Trump will fire off a tweet and tank the economy.” “The yield curve inversion all but guarantees a recession is right around the corner.” “Tariffs…
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Do You Need a Trust?

People set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer assets to their heirs. Simply put, a Trust is a legal arrangement…
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