PUREfi Wealth

Independent Wealth Advisory

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Market Updates

Market Updates

February Chart of the Month

February Chart of the Month

February 13, 2026

Why Two Identical Salaries Can Lead to Very Different Retirement Lifestyles

February Monthly Outlook

February Monthly Outlook

February 2, 2026

Stocks Trade Higher as Market Leadership Broadens

January Chart of the Month

January Chart of the Month

January 16, 2026

Bonds Are Starting to Act Like Bonds Again

Q1 2026 Market Outlook

Q1 2026 Market Outlook

January 14, 2026

We’re excited to share our latest Market Outlook for Q1 2026, titled “Everything Everywhere All at Once.” This theme reflects a market still powered by structural trends, especially AI and power infrastructure, but now facing a more selective environment where discipline and execution matter more than ever.

December Chart of the Month

December Chart of the Month

December 10, 2025

Portfolio Allocation Drift: Is It Time to Rebalance Small Cap Exposure?

December Monthly Outlook

December Monthly Outlook

December 1, 2025

Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle

November Chart of the Month

November Chart of the Month

November 17, 2025

S&P 500 Sets More Than 35 New Highs for Second Consecutive Year

November Monthly Outlook

November Monthly Outlook

November 1, 2025

Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending

Q4 2025 Market Outlook

Q4 2025 Market Outlook

October 15, 2025

We’re excited to share our latest Market Outlook for Q4 2025, titled “Navigating the AI Supercycle: Strong Tailwinds, Thinner Air.” This theme reflects a market still powered by structural trends – particularly AI and energy infrastructure – but now facing a more selective environment where winners and losers are increasingly defined by capital allocation and execution.

October Chart of the Month

October Chart of the Month

October 15, 2025

Consumers Are Optimistic About the Market, But Cautious on the Economy

September Chart of the Month

September Chart of the Month

September 15, 2025

Navigating Corporate Bond Trade-Offs: Attractive Income, Limited Cushion

September Monthly Outlook

September Monthly Outlook

September 1, 2025

Stocks Trade Higher as Federal Reserve Signals Rate Cut

August Chart of the Month

August Chart of the Month

August 15, 2025

How Withdrawal Rates Impact Your Portfolio in Retirement

August Monthly Outlook

August Monthly Outlook

August 1, 2025

The Stock Market Experienced a Big Rotation in July

Q3 2025 Market Outlook

Q3 2025 Market Outlook

July 17, 2025

Introducing our Q3 2025 PUREfi Wealth Market Outlook, titled “Still Exceptional, But No Longer Alone.” The title speaks to the broadening of global equity market strength, with the U.S. continuing to lead – but now alongside increasingly relevant international and private market opportunities. In this edition, we walk through a…

July Chart of the Month

July Chart of the Month

July 15, 2025

Lessons from the ’90s: How AI Is Powering a New Investment Cycle

June Chart of the Month

June Chart of the Month

June 16, 2025

Corporate Earnings Off to a Solid Start in 2025

June Monthly Outlook

June Monthly Outlook

June 2, 2025

Reflecting on the YTD Market Volatility & Recovery

May Chart of the Month

May Chart of the Month

May 15, 2025

Understanding the Difference Between Soft and Hard Economic Data

May Monthly Outlook

May Monthly Outlook

May 1, 2025

Rising Policy Uncertainty Leads to Increased Market Volatility

Q2 2025 Market Outlook

Q2 2025 Market Outlook

April 15, 2025

Navigating seismic shifts: From DeepSeek’s emergence to Germany’s fiscal pivot, Trump’s economic agenda, and April’s market shocks. Our analysis unpacks China’s tech revival, market broadening trends, and elevated correlations amid stagflationary concerns. Join us as we gauge what’s next in this period of peak uncertainty and identify strategic opportunities for…

April Chart of the Month

April Chart of the Month

April 8, 2025

Making Sense of the Tariff Announcement

March Chart of the Month

March Chart of the Month

March 11, 2025

Understanding the Current Market Selloff

March Monthly Outlook

March Monthly Outlook

March 1, 2025

The Market Navigates Economic and Policy Uncertainty in February

February Chart of the Month

February Chart of the Month

February 18, 2025

2025 Rate Cut Outlook: What’s Keeping the Fed on Hold?

February Monthly Outlook

February Monthly Outlook

February 1, 2025

Stocks Rally as Market Leadership Shifts in Early 2025

January Chart of the Month

January Chart of the Month

January 15, 2025

Long-Term Perspective: Understanding How Valuations Impact Portfolio Returns

Q1 2025 Outlook

Q1 2025 Outlook

January 15, 2025

Mega-cap dominance redefined: How NVIDIA and hyperscalers—not the Fed—propelled markets in 2024 as growth outpaced value and American exceptionalism accelerated. While investors remain bullish for 2025, elevated valuations and extended rallies prompt caution. This presentation examines whether 2024’s rolling macro shocks signal higher volatility ahead, assesses potential policy risks, explores…

Quarterly Letter 4Q2024 Recap

Quarterly Letter 4Q2024 Recap

January 8, 2025

Explore key insights from Q4, including the 2024 stock market rally driven by large-cap tech, the U.S. economy’s strength amid rate cuts, and rising Treasury yields reshaping the 2025 outlook. Discover what’s ahead for markets and the Fed in the new year.

December Chart of the Month

December Chart of the Month

December 16, 2024

S&P 500 Sets More Than 50 New Highs in 2024

 

December Monthly Outlook

December Monthly Outlook

December 2, 2024

Stocks Trade Higher as Market Reacts to Election Results.

November Chart of the Month

November Chart of the Month

November 14, 2024

Early Post-Election Takeaways: Comparing 2024 to 2016.

November Monthly Outlook

November Monthly Outlook

November 1, 2024

Treasury Yields Rise Following the Fed’s September Rate Cut.

Q4 2024 Market Outlook

Q4 2024 Market Outlook

October 10, 2024

Reflecting on Q3 insights and missteps, PUREfi’s outlook tackles peak indexing concerns, election year stock performance, and ongoing bond market challenges. Narrow market leadership persists amidst debates on tech sector valuations. Fed rate cut timing, historical equity reactions, and investment implications take center stage as we navigate regime change in Q4 2024.

Quarterly Letter 3Q2024 Recap

Quarterly Letter 3Q2024 Recap

October 1, 2024

Stay informed with our latest updates on the economy. The Fed’s first rate cut of -0.50% marks a pivotal shift as unemployment rises and inflation cools. Despite early volatility, the S&P 500 closed the quarter near an all-time high, reflecting resilience in consumer spending. As we move into Q4, all…

September Monthly Outlook

September Monthly Outlook

September 1, 2024

Federal Reserve Set to Begin Cutting Interest Rates in September.

August Monthly Outlook

August Monthly Outlook

August 1, 2024

The Stock Market Experienced a Big Rotation in July.

Quarterly Letter 2Q2024 Recap

Quarterly Letter 2Q2024 Recap

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.

Q3 2024 Market Outlook

Q3 2024 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.

June Monthly Outlook

June Monthly Outlook

June 1, 2024

Global Markets Trade Higher After April Sell-Off.

Q2 2024 Market Outlook

Q2 2024 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.

Paul M. Simons

Paul M. Simons

Founder & CEO

Paul began his career at Merrill Lynch, where he started as a financial advisor and spent 18 years in increasingly senior leadership roles. He left ML to lead the Private Wealth Business at Credit Suisse as Co-Head of Private Banking USA until July 2012. For the next 5 years, he served in a number of executive roles in financial technology companies and in 2018 returned to wealth management as President of Boston Private, where he led the Private Banking, Wealth & Trust business until the firm’s 2021 acquisition by Silicon Valley Bank. Paul’s strategic vision and leadership have been pivotal throughout his career and led to the founding of PUREfi Wealth in 2023.

Sandy Galuppo

Sandy Galuppo

Partner, Senior Wealth Advisor

Sandy joined PUREfi Wealth in December 2023 as a Partner and Senior Wealth Advisor, where he leverages his extensive experience to provide clients with tailored financial solutions. He began his career at Merrill Lynch in 1995, providing comprehensive wealth planning to executives of publicly traded companies, with a focus in retirement, equity compensation, and deferred compensation programs. Sandy graduated from Boston College and moved on to play professional hockey.

Timothy R. Jones

Timothy R. Jones

Partner, Senior Wealth Advisor

Tim joined PUREfi Wealth in February 2024 with over 30 years of experience serving innovators, entrepreneurs, and executives. Prior to PUREfi Wealth, Tim spent 12 years at Merrill Lynch and 10 years at UBS Wealth Management. Prior to his time at ML, Tim worked at Thomas Weisel Partners guiding executive clients on tax-efficient strategies. He started his career at Fidelity Investments, advising institutional clients on asset allocation models and risk-adjusted performance. Tim graduated from Noble and Greenough School, obtained his undergraduate degree from Lake Forest College and later earned his MBA from Boston University.

Bill Nichols

Bill Nichols

Partner, Relationship Manager

Bill joined PUREfi Wealth in April 2024 as a Partner and Relationship Manager, focusing on expanding our reach to both advisors and clients. With 35 years of industry experience, Bill has held numerous leadership roles in institutional equities sales and trading. In 2018, he transitioned to wealth management, working as a financial advisor at Wells Fargo. Bill graduated from Yale University, where he was a standout athlete and then a member of the 1983 US National Men’s Hockey team. His leadership experience and strategic vision have been crucial in driving the growth and success of our business development efforts.

Chris Roy

Chris Roy

Partner, Relationship Manager

Chris has spent over three decades working across wealth and asset management advising families, institutional and professional investors, business owners, and technology entrepreneurs through market cycles, business successions, and generational transitions, in addition to financial services and fintech operating and entrepreneurial experience.

Throughout his career with firms like BNY Mellon, Boston Private, and Acadian Asset Management, Chris has consistently focused on aligning advice, planning, and investment management with long-term goals and outcomes, grounded in a strong commitment to independence, accountability, and stewardship.

A graduate of Bowdoin College, Chris remains engaged in education and community service supporting a range of nonprofit and youth organizations in the Boston area, including his tenure as Trustee and Chair, Investment Committee at Dexter Southfield School.

George Ferrel

George Ferrel

Wealth Advisor

George Ferrel is a seasoned Wealth Advisor with over 12 years of experience in the financial services industry. He specializes in working with high-net-worth individuals and families, delivering comprehensive, goal-oriented strategies tailored to each client’s unique needs. His approach is grounded in putting clients first—crafting thoughtful, long-term financial plans that align with their goals and values.

Prior to joining PureFi Wealth, George held advisory roles at Bank of America’s Private Bank, Boston Private/SVB, and First Citizens Wealth. 

A graduate of Lehigh University, George serves on the Board of the Nantucket Boys & Girls Club. He and his wife live in Boston’s Fort Point Channel neighborhood with their two young children, and enjoy being part of the vibrant community they call home.

Alexandra Samson Bean, CFP<sup>®</sup>

Alexandra Samson Bean, CFP®

Wealth Advisor

Alex joined PUREfi Wealth in April 2025 with over six years of experience in the financial industry. As a Wealth Advisor, she partners with individuals and families on comprehensive financial planning and investment management. Throughout her career, Alex has worked closely with high-net-worth clients helping them solve complex financial planning issues and navigate major life transitions like marriage, career changes, or multigenerational planning. She’s especially passionate about building strong, lasting relationships and helping clients take meaningful action toward what matters most to them. Her personalized, relationship-driven approach helps clients feel confident, supported, and in control through every stage of their financial journey.

Alex earned her B.A. in Economics from Wesleyan University, an M.B.A. in Business Analytics from the University of Connecticut, and became a CERTIFIED FINANCIAL PLANNER® in 2024.

Charlie Corkery, CFP<sup>®</sup>

Charlie Corkery, CFP®

Wealth Advisor, CAO & CCO

Charlie joined PUREfi Wealth in September 2023, bringing over six years of experience in the financial industry. As a Wealth Advisor, he provides clients with comprehensive financial planning and investment management services. Charlie is a key member of the founding team, contributing to the day-to-day management and strategic direction of the firm. He graduated from Bentley University, where he earned a degree in economics and finance, and became a CERTIFIED FINANCIAL PLANNER™ in 2023. As an experienced advisor with deep generational connections to Millennial and Gen Z innovators, executives, and inheritors, Charlie brings a unique peer perspective to his clients.

Nicole Bogert

Nicole Bogert

Client Service Manager

Nicole joined PUREfi Wealth in November 2023, bringing over five years of experience in the financial industry, with a focus on client service and wealth operations. She graduated from the University of New Hampshire, where she developed a strong foundation in finance, and subsequently earned her MBA from Fitchburg State. Nicole’s commitment to excellence and dedication to service ensures that our clients receive the highest level of service and support.

Amelya Redman

Amelya Redman

Client Associate, Marketing and Social Media Manager

In March 2024, Amelya joined PUREfi Wealth as a Client Associate, focusing on client service as well as digital marketing and managing the firm’s social media platforms. She graduated from Boston University in 2021 with a degree in Business Administration, concentrating in Finance. Amelya brings over three years of client service experience. Her proficiency in digital marketing and social media enhances our outreach strategies, ensuring accurate and attentive delivery of services. Amelya consistently offers valuable insights and support to our clients, ensuring their needs are met with precision and care.

Bob Shea

Bob Shea

CIO | Dynasty Financial Partners

Bob leads Dynasty’s Investment Committee, provides top-down asset allocation insights and guidance, and leads investment manager selection. In addition, he constructs and maintains Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios, is responsible for asset manager relationships, and participates in the investment committees of Dynasty’s clients. Bob began his impressive career in Investment at Goldman Sachs, where he worked from 1991-2004 and served as Partner, Co-Head of Cash Equity Trading. He joined Dynasty from investment firm FCF Advisors, where he served as CEO and CIO.

Gordon Abel

Gordon Abel

CMO | Dynasty Financial Partners

Mr. Abel joined Dynasty in May 2016 as the firm’s Chief Marketing Officer. He leads marketing efforts for Dynasty Financial Partners’ corporate marketing, Network Advisor marketing, and Dynasty Community educational events and experiences. During his time at Dynasty, he has contributed to the firm’s growth by enhancing its brand profile and developing strategic cross-channel marketing strategies. He tests and leverages new marketing platforms, integrates technology and data, and builds awareness across relevant paid, owned, earned, and shared channels to enhance customer value.

Justin Weinkle

Justin Weinkle

CFO | Dynasty Financial Partners

Mr. Weinkle joined Dynasty in July 2012 and serves as the firm’s Chief Financial Officer. He is responsible for all aspects of corporate financial reporting and management, including leading Dynasty’s Finance team toward their goal of providing the right information to the right people at the right time. Prior roles include Director of M&A, SVP of Finance and Head of Strategic Analysis, and Chief of Staff supporting Dynasty’s CEO. At Dynasty, Mr. Weinkle has helped design, launch, and grow several key initiatives, including the Outsourced CFO, M&A advisory, and Capital Strategies business lines. He loves the opportunity to engage with Advisors in the Dynasty Network as they work to implement their own firm’s financial strategy.

Katie Tyrrell

Katie Tyrrell

Vice President, Relationship Management | Dynasty Financial Partners

Bio to come.

Harris Baltch

Harris Baltch

Investment Banking & Capital Markets | Dynasty Financial Partners

Harris is responsible for leading Dynasty’s Investment Banking division. Prior to joining Dynasty, Harris spent nearly a decade at UBS Investment Bank where he was an Executive Director in the firm’s Financial Institutions Group. While at UBS, Harris originated, led and executed over $10 billion of strategic M&A and capital market transactions for companies in the asset and wealth management industry. Earlier in his career, Harris worked at PricewaterhouseCoopers LLP in the Banking and Capital Markets Group. He has over 15 years of financial services experience and earned his M.B.A. from the Johnson Graduate School of Management at Cornell University. He also received a B.S. in Accounting at Binghamton University and is a certified public accountant, registered in the State of New York.

Sam Anderson

Sam Anderson

Managing Director, Co-Head of Investment Banking | Dynasty Financial Partners

Sam Anderson is the Co-Head of Dynasty Investment Bank at Dynasty Financial Partners LLC. Prior to joining Dynasty, Sam was Senior Managing Director and a member of the Management Committee at Medley Management Inc. Prior to joining Medley, Sam was Head of Commercial Finance M&A within the Financial Institutions Investment Banking Group at Goldman Sachs. Prior to joining Goldman Sachs, Sam was a member of the Investment Banking Financial Services Group at Bank of America. Prior to his time at Bank of America, Sam held various positions at Citi Smith Barney.

Sam is from New Portland Maine, a graduate of Bates College where he received his BA in Economics and was Captain of the Bates NCAA Division I alpine ski team. Sam currently lives in Vail Colorado with his wife Lisa and their three children. Sam and family are active in numerous local charities with a focus on youth sports.