Recent Educational Videos
We’re halfway through 2021. Where do the financial markets stand? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® provides an update and analysis of which markets led the way in Q2, the outlook ahead for stocks and bonds, and how to navigate higher market valuations and rising inflation. Transcription Andi: Thank...
Pure Financial Advisors’ investment philosophy is founded upon two fundamental principles: The power of capital markets and time-tested industry research. At the core of this foundation stand seven pillars supporting our philosophy: – A research-driven approach – Harnessing the power of capital markets – Investing over speculating – Avoiding “timing the market” – Well structure...
Would you be better off taking your Social Security benefits early? Matt Balderston, CFP®, AIF®, Founding Member and Senior Financial Planner at Pure Financial Advisors, explains why it might make sense to collect Social Security prior to full retirement age. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are...
More Educational Videos
How do you create a retirement income strategy that you can feel confident about? Nate Ritchison, CFP®, AIF®, Senior Financial Planner at Pure Financial Advisors, breaks it down into easy steps to follow for a successful strategy. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure […]
We’re halfway through 2021. Where do the financial markets stand? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® provides an update and analysis of what rising inflation means for your investments, what’s next for markets as the Coronavirus recedes, and financial strategies for the rest of 2021. Transcription How to Look […]
It’s the million-dollar question: How much money do you need to retire? Kyle Stacey, CFP®, AIF® walks you through three steps to find out if you have enough money for retirement. What are your current cash inflow and cash outflow? How much will you need to spend in retirement, adjusted for inflation? Subscribe to our […]
Joe Anderson, CFP® explains two types of emotional investors. Are you one of them? Find out why letting your emotions rule your investing strategy can be a recipe for disaster. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. […]
Will President Joe Biden’s American Jobs Plan make it through Congress? Kendle Smith CFP®, CRPC®, AIF® breaks down The American Jobs Plan proposal: where the money would be spent, the jobs it is expected to create, how we would pay for it, and how it may affect your retirement. Subscribe to our YouTube channel. IMPORTANT […]
Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® explains how to craft an investment strategy that takes the least amount of risk in working toward your financial goals and retirement goals. He explains the rationale for building globally diversified investment portfolios, informed by academic research, and provides a recap of the […]
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, informed by academic research. Transcription Andi: Now, please welcome your […]
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 programs this bill offers (and those it doesn’t), and what […]
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 might mean for your finances. Download Brian’s slide presentation. The […]
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 […]