Recent Educational Videos
How does Pure Financial Advisors look at investing at a fundamental level? In this video, Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, gets back to the basics, explaining Pure’s investing philosophy and the rationale for building globally diversified investment portfolios,...
Peter Keller, CFP® of Pure Financial Advisors gives an overview of The American Rescue Plan Act of 2021, the $1.9 trillion bill set to provide fiscal relief in response to the ongoing COVID-19 pandemic. Peter provides a quick breakdown of the benefits, supplements, credits, and...
In this market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, looks at the outlook for stocks in a post-COVID world, the potential for inflation and what to do about it, and what the new Biden administration...
More Educational Videos
Today, people are worried that the impact of government stimulus and easy monetary policy will spur inflation once COVID-19 vaccinations allow the economy to reopen. Additionally, trade disagreements and a desire to move supply chains back home could undo some of the disinflationary benefits globalization and offshoring have produced. Will inflation affect your finances in […]
The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility, thanks to users on the website Reddit. In this video, Brian Perry, CFP®, CFA®, Executive Vice President and Director […]
Pure Financial Advisors’ Director of Research and Executive Vice President, Brian Perry, CFP®, CFA®, provides a 2020 market review and an outlook for 2021, then takes viewer questions. What’s next for the economy? – COVID-19 US confirmed cases and fatalities – High-frequency economic activity – Unemployment and wages – Economic growth and the composition of […]
This can’t-miss end of year 2020 tax planning webinar covers last-minute action items to check off your list to legally pay less in taxes. Pure Financial Advisors’ Joe Anderson, CFP® and Alan Clopine, CPA, hosts of the Your Money, Your Wealth® TV show, podcast, and radio show, explain how to use the latest tax legislation […]
The presidential election took place on November 3, 2020. What does this mean for your investment portfolio, and what 2021 tax planning strategies should you implement now? In this financial market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the 2020 election results, what to expect […]
Learn why the timing might be right for tax changes in this webinar from Your Money, Your Wealth® hosts Joe Anderson, CFP®, President of Pure Financial Advisors, and Big Al Clopine, CPA, Pure Financial’s CEO and CFO, moderated by YMYW podcast and radio producer Andi Last. Find out how provisions from the Tax Cuts and […]
Joe Biden or Donald Trump: who will win the election in November 2020? Do elections matter to the stock market? Does it matter whether the president or Congress are Democrat or Republican? If Joe Biden is elected, how might his plans to raise taxes impact your retirement plans? What financial planning and tax planning opportunities, […]
What Might Biden or Trump Mean for Your Taxes? Your Money, Your Wealth® Tax Law Update Webinar and Q&A
What might a Joe Biden presidency mean for your taxes? Learn about Biden’s proposed changes to the current tax laws, and how the provisions from Donald Trump’s CARES Act Coronavirus stimulus package and the SECURE Act affect your taxes and retirement planning. On August 26, 2020, Joe Anderson, CFP®, Big Al Clopine, CPA, and YMYW […]
In this Q2 2020 quarterly market review and financial markets update, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, provides a stock market analysis and looks at overall financial market activity in the second quarter of 2020: Quarterly Market Summary Long-Term Market Summary World Stock Market Performance Second Quarter […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss COVID-19 and the economy, the state of the financial markets, and a look ahead at what November 2020 elections might bring. Following the presentation Joe and Brian answer attendee questions. Click to download […]
Reduce your taxes in retirement: learn strategies made available due to the new CARES Act (plus the SECURE Act and Tax Cuts and Jobs Act) to potentially pay less tax. On June 10, 2020, Joe Anderson, CFP®, Big Al Clopine, CPA and producer Andi Last from the Your Money, Your Wealth® podcast presented this live […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss where the financial markets are now and the challenges ahead of us. Following the presentation Joe and Brian answer attendee questions. Click to download Brian Perry’s full slide presentation. 00:00 – Intro 02:47 […]