Goals, Market Insights, and AI Trends | Happy Half Hour

Kick off 2025 with this episode of Happy Half Hour! We discuss setting personal and professional goals, market trends for the new year, and the critical role AI plays in shaping investments. Plus, we share thoughts on retirement challenges, the importance of finding balance, and lighthearted moments about holiday traditions and overthinking. Don’t miss these insights on navigating 2025 and beyond!

🔔 Subscribe for more episodes and insights!

👉 Have questions? Contact us at [email protected]

🔗 Sunday Coffee Reads Blog
https://www.pureportfolios.com/blog/

🔍 www.pureportfolios.com

🌈💰 Disclaimer: Investment advisory services offered through Pure Portfolios, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

--

Pure Portfolios was the vision of two reformed bankers that sought to shake up the stale wealth management model. We felt charging investors more than 1% was too much, so we lowered our fees.

Collecting a fixed percentage of assets, regardless of performance and risk management, seemed unfair, so we decided to tie our fees to client outcomes, discounting fees during tough market environments.

We are professional human advisors, offering transparent and innovative fees.