Blind Spots

In this episode of Blind Spots we discuss the simple formula to keeping wealth; it might be easier than you think! If you haven't seen the first episode in this mini series, check out The Secret to Building Wealth. Blogs Referenced: - https://www.pureportfolios.com/retirees-more-is-the-enemy-of-enough/ - https://www.pureportfolios.com/what-is-your-enough/ w. pureportfolios.com p. 1 (877) 261-0...

In this episode, we discuss the impact of higher interest rates on taxes. We explored how different forms of fixed income are taxed, how higher tax brackets can affect social security and Medicare, and provide tips on mitigating your tax liability. This episode aims to provide investors with a deeper understanding of the relationship between interest rates and taxes. w. pureportfolios.com p. 1 (87...

Toby Weber and Nik Schuurmans discuss future prospects for the Magnificent 7 (tech stocks), valuation and future returns, what young adults should focus on financially, and how to run planning scenarios before making big money decisions. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advi...

In this episode of Blind Spots we discuss the simple formula to building wealth; it might be easier than you think! 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...

In this podcast episode, we explore the book "Die with Zero" by Bill Perkins, which challenges traditional notions of saving and delayed gratification. We discuss how you can focus on maximizing experiences and fulfillment in life, rather than just accumulating wealth. This thought-provoking book prompts listeners to reconsider their financial priorities and embrace a mindset of living f...

The Diderot Effect says that buying something new can set off a cycle of consumption. For example, buying a new house often leads to purchasing new appliances, furniture, and décor. We end up purchasing items we never would have bought without buying a new home. In this episode of Blind Spots, Erin Varghese and Nik Schuurmans discuss the history of the Diderot and how we can apply the concept to m...

In this episode of Blind Spots, Toby Weber & Nik Schuurmans discuss the indebted U.S. consumer, corporate earnings, valuation, and summer plans. We hope you enjoy this new financial market-centric format! 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...

In this episode of Blind Spots we discuss "money scripts" and how your personal experiences affect the way you view money.  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 purpos...

The stock broker mindset is heavy in human intuition and reactionary investment decisions. In this episode of Blind Spots we unpack Pure Portfolios' process for framing risk, making portfolio changes, and keeping client's emotion in-check during difficult market environments. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered throug...

Read the article here: https://www.wsj.com/articles/it-isnt-just-boomers-lots-of-older-americans-are-stock-obsessed-ca069e1a 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....

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 ad...

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 ad...

40+ years ago, retiring early wasn't really a thing. It was common for our parents and grandparents to work into their late 60's and 70's without blinking an eye. Today, many are looking to exit the rat race and retire much sooner. In this episode of Blind Spots, we outline 4 things you should consider if you want to retire early. Early Retirees: Save Money on Healthcare & Reduce T...

Take our risk questionnaire here to find YOUR risk tolerance: https://pro.riskalyze.com/embed/d327e5551ae52a01fe3a It's easy to be a risk seeking investor when the market goes up. It's a different story when markets are tanking. How can we balance the euphoria of gains with the pain of losses? In this episode of Blind Spots, we discuss the key to building a successful investment program; i...

In the world of investing, success is often determined by the decisions we make. However, our decisions are not always as rational as we would like to believe. In this episode of Blind Spots, we discover how biases distort our perception, influence thinking, and potentially lead to irrational behavior. Tune in to gain insights into 3 financial planning biases and discover how they can impact your...

In the world of investing, success is often determined by the decisions we make. However, decisions are not always as rational as we would like to believe. In this episode of Blind Spots we discover how biases distort our perception, influence thinking, and amplify our fear of losses. We discuss practical strategies to navigate these biases and make smarter investment choices. w. pureportfolios.co...

You've retired (or about to retire). You've been meticulous about crunching the numbers and feel confident your money will last. However, have you thought about what you're going to be doing at 10am on a random Tuesday? In this episode of Blind Spots, we discuss lifestyle goals, bucket lists, passion hobbies, and more. We unpack the soft side of retirement that no one is talking about....

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 ad...

You've spent a lifetime saving and investing. It's time to take distributions from your retirement nest egg. In this episode of Blind Spots, we discuss the order of operation for taking tax-efficient retirement withdrawals.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor w...

It's a parents' natural instinct to want to help their children, but when does financial assistance go too far? We offer insight on how you can financially help a family member, while keeping your retirement plan on the rails.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investment Adviso...

Does it feel like market sentiment is worse now than it was during the Financial Crisis? That's because it is.  In this week's episode of Blind Spots, we discuss the explosion of pessimism, market propaganda, and filtering through the noise to stay grounded in reality.    w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pu...

Are you feeling overwhelmed by financial decisions? This is quite common, especially for retirees.  In this episode of Blind Spots, we discuss building a framework for making better money decisions.  It starts with clearly identifying the game you are playing. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Reg...

Do you wonder what your advisor does day in, day out? The answer is highly dependent on where the advisor works. Fortunately, we've worked on both sides of financial services. We uncover the huge difference in daily behaviors between Wall Street vs. independent advisors.  w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure P...

Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered...

Toby Weber and Nik Schuurmans get together to talk equity markets, bonds, and personal investment styles in this informal back and forth. This is a great opportunity to see a different side of Pure's investment team in a relaxed and casual setting. w. pureportfolios.com  p. 1 (877) 261-0015  e. insight@pureportfolios.com   Investment advisory services offered through Pure Portfolios, a Registe...