Recent Educational Videos
There is no excerpt because this is a protected post.
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...
2020
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,...
2020
More Educational Videos
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 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 […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, answer attendee questions and the most common questions we’ve received about investing strategies in a time of market volatility, as well as the economy, recession, the stock market, and the bond market. The Most […]
Market update, commentary and client questions from Tuesday, April 14, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 03:00 – Is the CARES Act Helping the Economy Yet? 03:40 – US GDP 2017-2020 04:05 […]
Market update, commentary, and answers to client questions from Tuesday, April 7, 2020 with Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA and special guest, Apollo Lupescu, PhD, Vice President of Dimensional Fund Advisors. 00:00 – Introduction Apollo Lupescu Interview: 02:28 – The human element: how are investors feeling […]
Market update, commentary, a recap of the CARES Act 2020 federal stimulus package, and answers to client questions from Tuesday, March 31, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 02:54 […]
Market update, commentary and client questions from Tuesday, March 24, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 01:24 – Pure’s latest actions regarding COVID-19: protecting the health and safety of […]
