How We Think About Money

Simple ideas about money, investing, and decision-making.

The most important number in your financial plan may be how much you need to spend each month. Once you
A business write-off can reduce your taxable income, but it doesn’t make the purchase free. See why spending money just
Tax-free growth, tax-free qualified withdrawals, and no RMDs for the original owner. See three reasons why a Roth IRA can
A good financial advisor does more than manage investments. They help you make better financial decisions, avoid emotional mistakes and
A good financial advisor does more than manage investments. They help you make better financial decisions, avoid emotional mistakes and
The price you paid for an investment shouldn’t determine what you do next. Focus on what it’s worth today and
Meet Steven Gitter, CFP®, and PureVest. Learn how we help business owners and families grow their wealth, build a financial
Bonds can play an important role in a portfolio—but not everyone automatically needs them. See why every investment should have
Great investments don’t always move in a straight line. See why patience and evaluating investments over meaningful periods of time
More financial information doesn’t always lead to better decisions. See why filtering out headlines, predictions, and opinions can help you
Retirement doesn’t mean your money should stop growing. See why staying invested can help provide income today while protecting your
Inflation slowly reduces what your money can buy. See why investing for long-term growth can help protect your purchasing power
Know Yourself Before Investing The best portfolio is the one you can stick with. https://www.youtube.com/shorts/AGn7QSZZY6s What This Means Why should
The market gives you a new price every day—but that doesn’t mean you need to act on it. See why
Short-term market moves are nearly impossible to predict. See why staying invested, following a repeatable process, and focusing on long-term
Market selloffs create fear, but they can also create opportunity. See why staying disciplined during periods of panic can help
Investing works better when you know exactly what you’re working toward. Start with the life you want, determine what it
Financial freedom isn’t about never working again. It’s about building enough wealth that work becomes optional—and giving yourself the freedom,
Good investing starts with a repeatable process. See how building the right financial structure, automating good decisions, and staying disciplined
Markets, headlines, interest rates, and the economy are outside your control. Focus instead on your savings, behavior, time frame, and
Market selloffs can feel frightening, but panic can also create opportunity. See why understanding market behavior and staying disciplined can
Checking your investment accounts too often can create stress and lead to emotional decisions. Learn why focusing on your long-term
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