You wouldn't ask your doctor to explain your health in the most complex terms, so why do you expect this from your advisor? People often mistake simple and actionable advice for being unsophisticated. In this week's episode we explore the why simple beats complex and how large seismic shifts in your finances can lead you down a dangerous path.
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Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Nik Schuurmans and Erin Varghese work for Pure Portfolios. All opinions expressed by Nik and Erin, or any podcast guest are solely their own opinions and do not reflect the opinions of Pure Portfolios. This podcast is for informational purposes only and should not be relied upon for investment decisions. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax professional. Clients of Pure Portfolios may maintain positions in the securities discussed in this podcast. This information is not an offer or solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
