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  • Investing

Making Sense of the Recent Bank Failures

As you may have heard, the collapse and takeover by the Federal Deposit Insurance Corporation (FDIC) of Silicon Valley Bank (SVB) and Signature Bank has driven the recent volatility and investor concern of “contagion” in financial markets. SVB, the 16th biggest bank in the US, had operated as a major funding source for Silicon Valley […]

15
MAR
2023
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  • Financial Planning
  • Investing
  • Retirement Planning
  • Risk Management

2022: The Year in Review

At year-end 2021, the S&P 500 closed at an all-time high, with many stocks hitting never-before-seen market caps. Companies exhibited record earnings, and housing prices soared in many parts of the country. Inflation fears were muted, and investors were accustomed to an easy money Federal Reserve (Fed). However, as the calendar flipped to 2022, little […]

23
JAN
2023
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  • Financial Planning
  • Investing

Bonds: A Closer Look at an Unusual Year

Most investors hold bonds for safety, diversification, and income. In fact, you’ve probably read or been told that you should hold stocks for growth and bonds for safety. There is logic to that advice; bonds have historically been much less volatile than stocks and historically have provided ballast during stormy markets. That concept might leave […]

14
SEP
2022
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  • Investing

How to Invest When Inflation is Raging

With the consumer price index at forty-year highs, this is a good time to take a look at what types of investments might make sense in an inflationary environment. Before diving in, though, it’s important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings […]

02
AUG
2022
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  • Financial Planning
  • Investing
  • Risk Management

The Importance of Staying Invested Despite Market Volatility

During bull markets, it’s relatively easy to adhere to the philosophy of buying and holding for the long-term, but when markets get rattled, it can be difficult to stay the course while your portfolio falls in value. This has been the case recently, as fears around inflation, war, pandemics, central bank policy, and recessions have […]

27
JUN
2022
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  • Financial Planning
  • Investing
  • Retirement Planning

Why Rising Interest Rates Are Your Friend

If you own bonds and you’re like most investors, you’re probably frightened by the idea that interest rates might keep going up. After all, everyone knows that higher rates are a disaster for bond owners. The thing is, though, that prevailing wisdom may not be correct. What are bond investors really afraid of? As a […]

22
FEB
2022
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  • Investing

Pure’s Trading Process and Volatile Markets

To the individuals and families we serve, Given the spike in market volatility due to the COVID-19 pandemic, this seems like a good time to discuss how Pure Financial Advisors’ investment philosophy has been designed to facilitate efficient implementation for each and every one of our clients, even in the most extreme of market conditions. […]

20
APR
2020
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  • Investing

Q3 Report, Portfolio Positioning, and Q4 Outlook

While recent market gains have been led by a handful of U.S. based large growth companies, our conviction remains firm that our portfolios are positioned to produce long-term returns with acceptable levels of risk. For starters, while markets move in cycles, the empirical evidence remains quite clear: over time, value stocks have outperformed growth stocks, […]

19
OCT
2018
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  • Investing

Best Practices for Portfolio Rebalancing

Designing a portfolio that meets your needs can be a challenge. Not only do you need to select investments to meet your return objectives, but also manage how much risk you take. Also, you need to actually implement those decisions, select the most appropriate products or individual securities in accordance with your asset allocation, and […]

17
OCT
2018
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  • Investing

Diversification of Investments: Everything You Need to Know

Diversification is an important strategy for any investor because it can help to reduce systematic risk or the risk of the overall market. We accept that risk by being invested in the market in general, but why take on additional types of risk when they can be reduced? Investment portfolio diversification allows us to reduce […]

27
SEP
2018
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  • Investing

What is Portfolio Diversification?

Many established investors are familiar with the advantages of portfolio diversification, although those relatively new to investing may ask themselves, “What is portfolio diversification?” Like many things in life or in finance, portfolio diversification is easier to understand than to implement effectively. Investors often make mistakes that can prove costly and impede their long-term financial […]

28
AUG
2018
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  • Investing

Benefits of Rebalancing Your Portfolio

Many investors diligently save a portion of their income over extended periods of time. They also put a significant amount of effort into deciding which investments are appropriate for their needs. They potentially watch programs in the financial media, subscribe to publications, chat with their friends at the water cooler, and maybe even hire the […]

24
AUG
2018
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  • Investing

Why Portfolio Management is Important

All the investments you hold together make up your portfolio. This can include a variety of asset classes. Two individuals with different investment objectives are likely to have large differences in their portfolio – this isn’t all that surprising. Unexpectedly, people with similar investment objectives often have substantially different portfolios due to differences in style […]

22
AUG
2018
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  • Investing

What is Asset Allocation?

Have you ever found yourself wondering, “What is asset allocation and how do I use it in my portfolio?” Well, first let’s start at the beginning. Common investing practices usually include stock picking and attempting to time the markets in order to drive returns. This method opens investors to unnecessary risk. Alternatively, decades of time-tested […]

18
MAY
2018
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  • Investing

Why is Investing Important?

Investing is important to individuals and societies for many reasons. Before diving into the details, it might make sense to define what investing is. No other word is so often adopted as a description for other activities. What is considered investing? Commonly people refer to their investments when they are discussing saving, speculating, spending, consuming, […]

14
MAY
2018
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