Investing Based on Politics Can Be a Bad Idea for Your Retirement Portfolio
September 17, 2024
To say that politics is divisive in 2024 is the ultimate stating of the obvious, and the challenge of “walking on eggshells” to keep politics from poisoning relationships or even just candid conversations seems at times insurmountable. The attached analysis resonates with us as it provides some evidence that perhaps a disciplined investment strategy can provide some neutrality and quell emotional investment decisions related to the election.
“Political views can stir strong emotions but making investment choices based on those feelings can lead to poor portfolio decisions…It’s best to express political opinions at the ballot box, not in your portfolio.”
Read MoreDid You Know You Can Consolidate Your Company Stock?
September 4, 2024
Company stock is often overlooked in the advisory relationship and wealth plan that drives financial success. We believe it is critical that company stock is incorporated into all decisions. Find out how PUREfi Wealth can help manage your company stock.
Read MoreSeptember Monthly Outlook
September 1, 2024
Federal Reserve Set to Begin Cutting Interest Rates in September.
Read MoreUninvested Cash Allocations
August 28, 2024
Is now a good time to reassess uninvested cash allocations and . . . are you earning a competitive rate on the uninvested cash in your investment portfolio – particularly if you are at one of the many large institutions called out in recent weeks over bank sweep conflicts?
Read MoreThe Intersection of Market Volatility, Investment Philosophy, & Investment Strategy
August 6, 2024
“We have both the humility and the experience to know what we don’t know – and we don’t know what happens next. What we do know is that planning, discipline, diversification, and a sound investment strategy that is appropriately reflective of your individual goals and risk tolerance works.”
We also believe that this is the value of having a relationship with an advisor – one that is independent, fiduciary, and always acts in the best interests of clients.
Read MoreHow Independent RIAs Outshine Private Banks
July 29, 2024
An informed view and a good read! Family Wealth Report featured industry veteran and PUREfi Wealth Founder Paul M. Simons sharing thoughts on the advantages of Independent RIAs over Private Banks
Read MoreA Seemingly Simple Question
July 24, 2024
“Today’s wealthy clients should challenge their financial advisors and wealth management firms to provide resources, human and otherwise, to actively engage and educate the next generation, and help them to become confident and effective stewards of both earned and inherited wealth.”
Our Founder & CEO Paul M. Simons shares some thoughts on the importance of young adults engaging early in an advisory relationship.
Read MoreQ3 Market Outlook
July 1, 2024
Reflecting on Q2 insights and missteps, peak indexing concerns, election year stock performance, ongoing bond market challenges, narrow market leadership, debunking tech bubble concerns, Fed rate cut timing, historical equity reactions, and investment implications.
Read MoreQuarterly Letter 3Q2024
July 1, 2024
Stay informed with our latest updates on the economy, global rate cuts, 2Q24 surprises, Federal Reserve insights, equity market rebounds, credit market stability, and key themes for the third quarter ahead.
Read MoreWhat is Direct Indexing?
June 6, 2024
We believe in the power of direct indexing as a customized and tax-efficient complement to a well-diversified core-satellite investment portfolio.
Read MoreAsset Location vs Asset Allocation
May 16, 2024
We believe that asset location, as distinct from asset allocation, should be a critical consideration in realizing your financial goals…particularly at times of looming tax uncertainty, or anticipated changes in personal circumstances such as a liquidity event.
Read MoreQ2 Market Outlook
March 31, 2024
Reflecting on Q1 insights and missteps, S&P 500 All-Time Highs, the domination of big tech in respective industries, the AI Revolution, expected Fed rate cuts, and investment implications.
Read MoreThe Independent Advisor & Evolution Of The “One-Stop-Shop”
February 21, 2024
PUREfi Wealth founder Paul Simons breaks down the evolution of the independent advisor, and his “enlightenment” around experiencing a “best-of-all-worlds” solution for clients and advisors alike.
Read MoreWhat is Private Credit?
February 6, 2024
We believe that private credit solutions can offer the potential for diversification, enhanced yield and risk-adjusted total returns. As banks’ lending practices continue to be influenced by regulation and concerns around their existing loan portfolios, they have significantly reduced their new loan issuance, opening the door for private lenders to fill the void.
What is compelling to us is that private credit really does not represent a new asset class. Rather, it simply provides an opportunity for qualified investors to participate directly in the lending ecosystem vs. just being a source of capital through their bank deposits.
Read MoreEx-Boston Private President Launches New RIA With Dynasty Financial
December 4, 2023
Thank you to Andrew Welsch and the team at Barron’s for featuring our new firm, PUREfi Wealth! We are very excited to be fully independent with the support of Dynasty Financial Partners and are looking forward to the year ahead as we continue to grow.
Read MoreWealth Management Veteran Paul M. Simons Launches PUREfi Wealth, a Boston-based Independent Wealth Advisory Boutique
December 4, 2023
New Firm Joins Dynasty Financial Partners’ Network of Innovative Firms Defining the Future of Wealth Management.
Read More