We talk to clients and potential investors daily. We listen to market experts and consume pages of investment research. It’s interesting to gauge the behavioral…
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Pessimism Reigns Supreme
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 moreSimple Beats Complex
Perception exists within wealth management that complex equals smart and simplistic equals dull. This is especially evident in the hyper-competitive college endowment space. The largest…
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Bob Farrell’s 10 Rules of Investing
I have never been a big fan of rigid rules, but every now and again we revisit brilliance that transcends time. Bob Farrell is a…
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The Future of Wealth Management
In the last 12 months, I have had many conversations about the future of wealth management. The values of Pure Portfolios express our views of…
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Mutual Funds are Toxic for Building Wealth
Mutual funds will cease to exist in their current form. Low rates and compressed returns will expose archaic investment vehicles that are tax inefficient, cost…
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Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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