Blind Spots

In today's video, "Happy Half Hour: Navigating Politics, Market Resilience, and Committee Chaos with Toby and Nik," we dive deep into the latest trends and statistics in finance and economics.Join us as we discuss the impact of political events on markets, the importance of long-term investment strategies, and the quirks of committee dynamics. We also explore how current headlines and economic data influence market behavior.Don't miss out on these insights that can help you make informed financial decisions. Watch now and join the conversation!🔔 Subscribe for more episodes and insights!

Last month, we highlighted the historical gap between U.S. large cap stocks and smaller companies. July saw a massive reversal with small cap stocks staging a massive 10%+ rally, while U.S. large cap stocks were essentially flat. Could this be the start of the great reversal? 

If you want to dig deeper you can watch July's market commentary video. Chief Investment Officer, Nik Schuurmans, covers U.S. small cap stocks (finally) breaking out, lack of volatility, and what current valuations could mean for future returns. 

What does historically stretched valuations and eerily calm markets mean for investors?

Welcome back to another episode of Blind Spots! In today's episode, titled "Financial Advisors React to Current Headlines," we dive deep into the latest data points and statistics in the world of finance, economics, and financial planning.

Join us as we explore topics like state tax burdens, the rising costs of childcare, digital payment trends, and the impact of social media on investment decisions. We also discuss why understanding your financial landscape is crucial for effective planning.

Don't miss out on these insights that can help you make informed financial decisions. Watch now and join the conversation! 

🔗 Probable Probabilities Blog Post 

https://www.pureportfolios.com/probable-probabilities/

👉 Have questions? Contact us at [email protected]

🔗Sunday Coffee Reads Blog

https://www.pureportfolios.com/blog/

🔍  www.pureportfolios.com

🌈 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.

Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.

We are professional human advisors, offering transparent and innovative fees.

In this episode, we dive into a recent survey showing that 50% of Americans believe stocks are down this year, and 56% think we’re in a recession. Nik and Toby explore the reasons behind these misconceptions, the impact of negative news, and the importance of independent thinking.

👉 Have questions? Contact us at [email protected]

🔗Sunday Coffee Reads Blog

https://www.pureportfolios.com/blog/

🔍  www.pureportfolios.com

🌈 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.

Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.

We are professional human advisors, offering transparent and innovative fees.

Welcome to another episode of Blind Spots! Today, we're diving into strategies to mitigate estate taxes, often referred to as the "death tax." We'll cover both federal and state-level estate taxes, provide examples, and discuss practical ways to reduce estate taxes to protect your assets. Learn about thresholds, gifting, charitable contributions, and more. Don't miss this informative session to help you plan effectively for the future.

🔔 Subscribe for more episodes and insights!

👉 Have questions? Contact us at [email protected]

🔗Sunday Coffee Reads Blog

https://www.pureportfolios.com/blog/

🔍  www.pureportfolios.com

🌈💰 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

--

Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.

Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.

We are professional human advisors, offering transparent and innovative fees.

Welcome back to another episode of Blind Spots! Today, we're diving into retirement preparation, focusing on balancing life beyond your working years. Inspired by a thought-provoking quote, we explore the importance of diversifying your life portfolio. From financial readiness to embracing new hobbies and maintaining social connections, we discuss essential strategies for a fulfilling retirement. Join us as we share insights on staying active, volunteering, lifelong learning, and more to ensure a prosperous and happy retirement.

🔔 Subscribe for more episodes and insights!

👉 Have questions? Contact us at [email protected]

🔗Sunday Coffee Reads Blog

https://www.pureportfolios.com/blog/

🔍  www.pureportfolios.com

💰 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

--

Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.

Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.

We are professional human advisors, offering transparent and innovative fees.

Welcome back to Blind Spots, the podcast where we navigate through the uncharted territories of personal finance and wealth-building. In this episode of Happy Half Hour, Toby Weber and Nik Schuurmans discuss teaching young kids about money, delayed gratification, Bitcoin price movements, and the resilience of Gold.

🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment.

🌈💰 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

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Welcome back to Blind Spots, the podcast where we

In this episode of Happy Half Hour with Toby, we

🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

🌟 Leave a Review: If you enjoyed this

🌈💰 Disclaimer: Investment

Tune in to our latest episode of Blind Spots where we delve into crucial strategies for a secure retirement. Join us as we uncover the keys to financial stability, including finding your "enough," mitigating risk in your retirement portfolio, and navigating market downturns with confidence.

🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

🌟 Leave a Review: If you enjoyed this

🌈💰 Disclaimer: 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 advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Welcome back to Blind Spots, the podcast where we

In this episode, we dive deep into the question that many working professionals grapple with: "Is it time to hire a financial advisor?" Whether you're uncertain about navigating your financial journey or simply want

We debunk common misconceptions surrounding financial advisors, address the barriers to entry that often deter individuals from seeking professional guidance, and provide clear indicators of when it's time to have that crucial conversation with a financial professional.

Tune in as we explore the signs that indicate the need for professional financial advice, empowering you to make informed decisions about your financial future. If you're pondering whether to take the next step in securing your financial well-being, this episode is a must-listen.

🎧 Listen and Subscribe: Don't miss out on valuable financial insights! Subscribe to Blind Spots on your favorite podcast platform and share this episode with friends and family who are navigating their own financial journeys.

🌟 Leave a Review: If you enjoyed this episode, please leave a review on Spotify or Apple Podcasts. Your feedback is crucial in helping us continue to bring you valuable content. Join us as we navigate the blind spots in personal finance and strive for financial empowerment.

🌈💰 Disclaimer: 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