Recent Educational Videos
In this digital workshop, Pure Financial Advisors’ Information Systems Security Manager, Jake Stampfli, MSCSIA, provides steps we can all take to keep ourselves safer online. Download Jake’s slides here. *NOTE: The information in this video presentation and in these slides could be out of date within a year of publication. It’s always a good idea...
2021
Holding different asset classes in taxable, tax-deferred and tax free accounts can help you keep more of the investment growth and pay less in tax. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc....
2021
There are 3 primary reasons to rebalance your investment portfolio: Reset the Risk Allocate New Money Retirement Distribution Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice....
2021
More Educational Videos
All the important dates, rates, deductions, benefits, premiums, credits, and exemptions on just 2 pages – perfect to keep right on the fridge for easy reference! Allison Alley, Senior Financial Planner CFP®, AIF® highlights often missed and sometimes surprising specifics. Download your copy now: Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and […]
The Tax Cuts and Jobs Act of 2017 lowered the tax rates until 2026. Here’s how to take advantage of those temporary lower rates by diversifying your portfolio between taxable, tax-deferred and tax-free pools of money. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial […]
The Tax Cuts and Jobs Act of 2017 lowered the tax rates until 2026. What are the proposals to change tax laws in the meantime, and how can you minimize your taxes? Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered […]
Inflation vs. Deflation: What’s next for the economy? What does the recent surge in COVID cases mean for markets? Is stock market volatility here to stay? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® answers those questions and more in this financial markets update webinar. Transcription What’s Next for the Economy […]
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 […]
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 […]
