Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more

The Difference Between Bonds vs Stocks vs Mutual Funds

What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains.

Learn More About Different Types of Investments and Investment Vehicles

Transcript

So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks … Read more

Brian PerryBrian Perry

10 Tax Efficiency Tips You Should Know

We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay less in taxes; … Read more

Alan ClopineAlan Clopine
Bonds When Interest Rates Rise

What Happens to My Bonds When Interest Rates Rise?

With interest rate hikes and indications that there will be further increases in 2018, we’ve been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® answers the question, “what will happen to my bond portfolio when interest rates rise?”

Learn More About the Recent Read more

Brian PerryBrian Perry
How Do You Start Investing in Real Estate?

How Do You Start Investing in Real Estate?

“Big Al” Clopine, CPA offers 3 tips for aspiring real estate investors.

Transcription:

“Today I’m going to talk about real estate investing, which is something near and dear to my heart, as I’ve been a real estate investor for about 35 years. And I will tell you something, you can make a lot of money in real estate, as I … Read more

Alan ClopineAlan Clopine
How is a Roth IRA Different from a Traditional IRA?

How is a Roth IRA Different from a Traditional IRA?

Nate Ritchison, CFP® explains the differences between two commonly-used retirement accounts: the Roth IRA and the traditional IRA.

Transcription:

“The question I often get when I meet with clients is, “what’s the difference between a traditional IRA and a Roth IRA?” Well, let’s discuss the similarities and the differences between the IRA’s.

The similarities are, they’re retirement accounts, specified under … Read more

Nathaniel RitchisonNathaniel Ritchison
Is Cryptocurrency Real Money?

Is Cryptocurrency Real Money?

Brian Perry, CFP® explains the basics of cryptocurrencies and their value in an investment portfolio.

Transcription:

“So if you’ve been paying any attention to the news lately, you’ve probably heard about Bitcoin and the other cryptocurrencies. Today we’re going to talk a little more about what exactly are these cryptocurrencies, and should you be buying them?

Well for starters, are … Read more

Brian PerryBrian Perry
How to Make Better Investment Decisions

How to Make Better Investment Decisions Using Expected Value

Before you make any investment decision, consider this concept: expected value. Matt Balderston, CFP® explains how to make better investment decisions using expected value to achieve better results in the long run.

Transcription:
“The topic I want to talk about today is expected value and how it applies to investing.

Now, the definition of expected value is the average results … Read more

Matt BalderstonMatt Balderston
What are stocks and bonds?

What exactly are stocks and bonds?

Let’s get back to the basics. Stocks and bonds are both instruments used by companies to raise capital. But what exactly does that mean and how are stocks and bonds different? Nathan Ritchison, CFP® walks you through the differences between stocks and bonds and the risk factors of both.

Transcription:
“Sometimes in my client meetings I get questions about or … Read more

Nathaniel RitchisonNathaniel Ritchison
Tax Reform: 2017 Year-End Planning

Tax Reform: 2017 Year-End Planning

Tax Reform Bill as of December 14, 2017

With the ever-changing tax reform, make sure you prepare ahead of time. Don’t be blindsided by the potential changes that tax reform could bring. Alan Clopine, CPA walks you through critical year-end tax planning strategies that you might want to implement before 2018.

Transcription:

“There’s a final Republican tax bill. House and … Read more

Alan ClopineAlan Clopine
Tax Reform: The Final Republican Tax Bill

Tax Reform: The Final Republican Tax Bill

What’s Known as of December 14, 2017

Tax reform has been changing constantly and we have the latest up to date news. The Republicans have finalized their tax bill as of December 14, 2017. Here’s what they decided on:

Reconciliation
– Party leaders in the House and Senate reconcile their competing tax bills
– Final vote is aimed for before … Read more

Alan ClopineAlan Clopine