When professional investors are fully invested and cash allocations hit 15 year lows, it might be time to pause and reflect. Historically, such extremes have signaled market turning points. In times like these, returning to our default settings with patience, discipline, and a long term perspective can be the best strategy. More on the blog: ?? https://lnkd.in/ghkGuHxQ #Investing #StockMarket #WealthManagement
Pure Portfolios
投资管理
Lake Oswego，Oregon 150 位关注者
Professional advisors with an innovative, modern, and low-fee approach to wealth management.
关于我们
Pure Portfolios is a financial services firm with an innovative, modern, and low-fee approach to wealth management. Our team of professional advisors builds custom portfolios aimed at reducing the cost of owning financial assets. We do not use mutual funds; we manage to maximize net after tax returns, and will never employ salespeople. This adds up to a much lower cost of investing for our clients. We believe investment managers need to get back to the fundamental reason the industry exists: to grow client assets. Pure Portfolios strives to align performance with client expectations, and for qualified clients, if we fail to do our job we receive less compensation. Accountability for client outcomes brings the focus back to investment management rather than asset gathering. We aim to raise the standards of professional conduct within investment management. Through education, promoting the highest ethical standards, and providing each client with the CFA Statement of Investor Rights we believe we can improve the way people invest. Pure Portfolios has two locations - Lake Oswego, OR and Camas, WA. Contact us at (877)261-0015 or [email protected] to see if Pure Portfolios is a good fit for you. -- Pure Portfolios Holdings LLC is a privately-owned limited liability company headquartered in Portland, OR. Pure Portfolios is a registered investment adviser with the U.S. Securities and Exchange Commission.
- 网站
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https://www.pureportfolios.com
Pure Portfolios的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Lake Oswego，Oregon
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Fiduciary Guidance、Investor Education、Investor Advocate、Investment Strategies、Investment Management、Financial Advice和Wealth Management
地点
Pure Portfolios员工
动态
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AI in investing is not what most people think. It is not generating stock picks or replacing advisors. It is a tool that helps us summarize information faster so we can focus on managing money and working with clients. See exactly how we use AI in our investment process. Watch here ?? https://lnkd.in/gNRiHM7T #AIinFinance #InvestmentTechnology #PurePortfolios
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Are you separating signal from noise in today’s market? In this month’s market commentary, we cover: ? Why AI stocks have taken a breather in early 2025 ? What history tells us about market momentum and investor expectations ? Key indicators we track to make investment decisions Stay ahead of the trends with data-driven insights. Watch the full video here ?? https://lnkd.in/gkRwNeTd #InvestingInsights #StockMarketTrends #AIInvesting
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???? Smart Strategies for Required Minimum Distributions (RMDs) ???? Retirees, it's RMD season! If you're 73 or older with a traditional retirement account, you must take required minimum distributions (RMDs) to avoid hefty penalties. But don't just withdraw—strategize! ? Time it Right: Spread withdrawals throughout the year to manage taxes. ? Consider Roth Conversions: Reduce future RMDs and create tax-free growth. ? Charitable Giving: Use Qualified Charitable Distributions (QCDs) to donate directly from your IRA, avoiding taxable income. Get ahead of tax implications and make your RMDs work for you! Read more: https://lnkd.in/gw6kYXir #RetirementPlanning #RMDStrategies #FinancialAdvice
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Is Bitcoin the future of investing or just a trend? ?? Learn what this digital asset offers and why it’s gaining traction. Understand the opportunities, risks, and how it might fit into your investment strategy. Read more: https://lnkd.in/gJF9T2PP #Bitcoin #DigitalAssets #FutureOfInvesting #Cryptocurrency
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There’s no shortage of myths about what the government can do with your money—but how much of it is actually true? Misconceptions about Social Security, taxes, and retirement benefits can lead to costly mistakes. We’re breaking down the biggest myths so you can make informed financial decisions. Read more on the blog ?? https://lnkd.in/gqXNtArH #RetirementPlanning #FinancialFreedom #WealthManagement
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Think a financial plan is a one-time task? Think again. ?? At Pure Portfolios, we craft dynamic financial plans that evolve with you. Whether you're advancing in your career, reaching a major life milestone, or preparing for retirement, we update your plan at every step to ensure it adapts to life's changes.? With data-driven insights, we provide clear, actionable steps to help you build a bright financial future. Let’s make your plan work for you, today and tomorrow.? #PurePortfolios #FinancialPlan #SmartInvesting #MoneyManagement
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Markets are off to an unpredictable start in 2025. In this month’s Happy Half Hour, we break down: ? The market impact of new tariffs on Mexico and Canada ? Whether AI investments are paying off—or just hype ? What January’s performance signals for the rest of the year ? How to filter out political noise and focus on what really matters Get the insights you need to navigate the year ahead. Watch the full episode here ?? https://lnkd.in/gGaXsGzp #MarketInsights #FinancialMarkets #AIInvesting #MarketVolatility
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Could S&P 500 returns take a dip in 2025? While the market’s future is never certain, staying informed and anticipating potential trends is essential for success. For investors, the key lies in consistency, adaptability, and maintaining a long-term perspective. Ready to navigate the challenges ahead? Let us help you stay prepared and focused on your financial goals. ?? #SP500Returns #FinancialGoals #MarketTrends #SmartInvesting
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