Blind Spots

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. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not refl...

In this week's episode of Blind Spots, Pure's lead planner, Erin Varghese discusses common financial planning gaps, scenario analysis, benefits of planning, the CFP program and where planning can come up short. If you're looking to tighten up your framework for making money decisions, this episode is for you! w. pureportfolios.com  p. 1 (877) 261-0015  e. insight@pureportfolios.com &nbsp...

It's the end of the year, so that means Wall Street forecasts will start to flood your newsfeed. On average wall street misses their consensus prediction targets by 13%. Listen to this week's podcast discussion on why humans hang on their every word.   Tis the Season for Wall Street Forecasting through the years:  - 2021: https://www.pureportfolios.com/post/tis-the-season-for-wall-street...

You wouldn't ask your doctor to explain your health in the most complex terms, so why do you expect this from your advisor? People often mistake simple and actionable advice for being unsophisticated. In this week's episode we explore the why simple beats complex and how large seismic shifts in your finances can lead you down a dangerous path. w. pureportfolios.com  p. 1 (877) 261-0015 ...

The end of the year is a great time to evaluate your finances, track your goals, and look forward to the year ahead with confidence. In this week's episode of Blind Spots we discuss important areas to focus as you wrap up the year. Ring in the new year with  confidence that your finances are in order and you're tracking towards your goals. w. pureportfolios.com  p. 1 (877) 261-0015 ...

Between social media, news channels and our inner circle, we are constantly inundated with information. Developing an information filter to decipher who to listen to, and what is outside noise is is important skill especially when it comes to your investments. In this week's episode we discuss the framework for building an information filter and how you can level up from being a good investor to a...

You've planned for retirement, stress tested your plan, and saved every penny, but there's a common mistake that many retirees make.    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. Nik Schuurmans and...

Many people ask, "What makes a good investor?". In this week's episode of Blind Spots we dive into what makes a terrible investor. Listen to this episode to find out if you do any of these things!   w. pureportfolios.com  p. 1 (877) 261-0015  e. insight@pureportfolios.com   Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with t...

You've worked your entire life to build your wealth and grow your balance sheet. Now it's time to retire and enjoy the fruits of your labor. In this week's episode of Blind Spots we discuss the mindset shift you need from working to retirement. w. pureportfolios.com p. 1 (877) 261-0015 e. insight@pureportfolios.com Investment advisory services offered through Pure Portfolios, a Registered Investme...

What is your enough? How do you know you've found it? In this episode of Blind Spots we break down how to define and find your "enough" in retirement. You might be asking the wrong question.   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. Sec...

You can take the advisor out of Wall Street, but can you take Wall Street out of the advisor? Nik Schuurmans and Erin Varghese discuss the issues that can arise while working with a Wall Street advisor. Topics of conflicts of interest, outsized fees, and slick sales people are all on the table in this episode.   Resources mentioned:  Violation Tracker - https://www.goodjobsfirst.org/viol...