Purpose Capital LLC Registered Investment Advisor

Educational newsletter

Purpose & Pennies

Financial decisions with clarity, purpose, and perspective.

Purpose & Pennies is the educational platform of Purpose Capital LLC. Through essays, commentary, and practical financial insights, the publication explores investing, behavior, retirement planning, and the real-life decisions that shape long-term financial well-being.

The goal is not to predict markets or promote financial products. Instead, Purpose & Pennies focuses on helping readers think more clearly about money, risk, goals, and the relationship between wealth and purpose.

Recent articles include a category to provide readers with an expectation of the depth of each article:

  • Essential: Core concepts and foundations. Perfect for new investors or as a quick refresher.
  • Investor: Strategic analysis. Exploring how different financial concepts and strategies interact.
  • Specialist: Deep dives. Technical data, advanced strategies, and nuanced trends for experienced readers.

Recent essays

Latest from Purpose & Pennies

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July 1, 2026

Making Trades

Knowledge Level: Essential (core concepts and foundations)

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June 1, 2026

When to Claim Social Security Benefits

Knowledge Level: Investor (strategic analysis)

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May 1, 2026

Introducing: Purpose Capital LLC

Knowledge Level: Essential (core concepts and foundations)

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What Readers Can Expect

Topics may include:

  • Investment principles and portfolio behavior
  • Retirement planning concepts
  • Financial decision-making frameworks
  • Behavioral finance and investor psychology
  • Long-term wealth stewardship
  • Commentary on financial topics and trends
  • Educational explainers for DIY investors

The publication emphasizes clarity over complexity and education over prediction.

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Purpose & Pennies is available on Substack.

Follow along for future essays, educational content, and reflections on investing, financial planning, and purposeful wealth building.

https://jimduby.substack.com

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Educational Note

The Purpose & Pennies newsletter is provided for general educational purposes and should not be interpreted as individualized investment advice. Advisory services are provided only under an advisory relationship with Purpose Capital LLC.