I’ll Take The Good News
The debate over interest rates continues. Here’s how I’m thinking about where rates could go from here.
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Why Work With a Financial Advisor?
A good financial advisor does more than manage investments. They help you make better financial decisions, avoid emotional mistakes and stay on track with your long-term plan.
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Treasuries Vs. Bond Funds
Treasuries vs. Bond Funds Why we prefer individual Treasuries when the goal is safety and predictability. https://www.youtube.com/watch?v=UCeSKfg3dN0&t=6s What This Means The biggest difference between an individual U.S. Treasury and a bond fund comes down to certainty. With an individual Treasury, we know the interest rate, the maturity date, and when the face value is due
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What You Paid Doesn’t Matter
The price you paid for an investment shouldn’t determine what you do next. Focus on what it’s worth today and where you believe it’s going.
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Meet Steve & PureVest
Meet Steve & PureVest What we do, who we help, and apparently… my bald head. 😂 What This Means PureVest is a registered investment advisor built around a simple goal: helping people grow their wealth, enjoy what they’ve built, and eventually pass it on. We work primarily with business owners—including contractors, dentists, attorneys, and entrepreneurs—who
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Could They Stop Working?
Could They Stop Working? The numbers said they could stop. The choice was theirs. https://www.youtube.com/watch?v=PGgz8-B3y3o&t=4s What This Means Reaching the point where you can stop working doesn’t mean you have to retire. It means “Work Optional”. This is especially true for business owners and professionals who genuinely enjoy what they do. The goal of financial
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Are Higher Interest Rates Really Bad For Stocks?
Stocks pulled back as strong economic data pushed expectations for Fed rate cuts further out. But a strong economy with slightly higher inflation isn’t necessarily a bad thing.
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