Recent Educational Videos
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax...
Restricted Stock Units (RSUs) are a popular form of equity-based compensation where employees receive company stock as part of their pay. Pure’s Financial Advisor, Ian Barr, CFP®, discusses RSUs’ terms and tax implications to help employees make informed financial decisions. FREE GUIDE | Retirement Readiness Guide Transcript RSUs have become a popular way to compensate...
Is your company offering Non-Qualified Stock Options (NQSOs) and you find them confusing? Pure’s Financial Advisor, Annie Chen, CFP®, AIF® guides you through the basics, definitions, and tax implications of NQSOs, helping you better understand and leverage this valuable employee stock benefit. FREE GUIDE | Retirement Readiness Guide Transcript Stock options are when a company...
More Educational Videos
Investing in real estate is a strategy for generating passive income and achieving long-term property appreciation. It provides a means of diversifying your portfolio, with various options available for both beginner and experienced investors. Pure’s Senior Financial Advisor Bryan Ross, CFP®, AIF®, outlines five essential steps to help you get started on your real estate […]
Attorney Nicole Y. Newman specializes in estate planning, dedicating her practice to guiding clients through the complex and often confusing process of balancing family protection, wealth preservation, and family values. In this webinar, you will learn how to avoid 10 common estate planning mistakes to protect your assets and legacy. Outline 00:00 – Intro 0:31 […]
Many people are seeking additional income streams beyond their nine-to-five jobs. Alternative sources of income can help you earn extra money, pursue a passion, or even start a new business. Pure’s Financial Advisor, Johnson Andrews, CFP®, AIF®, explores various side gig options to find what best fits your interests, budget, and available time. FREE GUIDE […]
Have you considered owning a small business? If so, then creating an S-Corporation might be the choice for you. Pure’s Senior Financial Advisor, Thomas Vance, CFP®, AIF®, offers insights on becoming your own boss, detailing the tax implications, deductions, and retirement benefits associated with S-Corps. FREE GUIDE | 10 Tips for Real Estate Investors Transcript […]
Wealth transfer planning is complicated, involving various factors like taxes, family dynamics, and financial goals. It requires careful navigation to ensure a smooth transition of assets. Pure’s Financial Advisor, Robert Lucente, CFP®, CFA® charter, guides you through essential steps to transfer your wealth to the next generation. FREE GUIDE | Estate Plan Organizer Transcript Baby […]
Estate planning is crucial for ensuring your assets and wishes are honored after you’re gone. Avoiding common mistakes is essential to protect your assets and retirement plans. Pure’s Associate Advisor, Patrick Robinson, CFP®, shares four key errors to watch out for. Not Having an Estate Plan Doing It Yourself Not Appointing the Right Trustee and […]
Your estate includes your valuable possessions and crafting a well-defined estate plan is crucial for preserving your legacy and ensuring your family’s financial security. Whether you’re initiating an estate plan or revising an existing one, Pure’s Financial Advisor, Joe Sanchez, CFP®, AIF®, leads you through each step, so you can navigate the process with assurance […]
In April, we celebrate Financial Literacy Month, emphasizing the vital role of financial education for everyone of all ages. Pure’s team of financial professionals recently participated in a one-day visit to the Junior Achievement of San Diego County, a non-profit dedicated to empowering youth to take charge of their future success. Transcript Pure Financial Advisors […]
Can financial markets continue to rise despite inflation and recession concerns? How does a globally diversified portfolio stack up against the Magnificent Seven of Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google (GOOG), Tesla (TSLA), Apple (AAPL) and Meta (META)? Does global investing still make sense? What impact will the 2024 presidential election have on your […]
Have you wondered about the acronyms that come after a financial professional’s name? Pure’s Financial Advisor, Alex Valles, CFP®, AIF®, not only deciphers but clarifies two prevalent designations – CFP® mark and AIF® – shedding light on their important role in selecting an advisor you can trust. FREE GUIDE | Investing Basics Guide Transcript Today, […]
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Learn from Pure Financial’s Tax Planning Manager Amanda Cook, CPA, Esq., how Roth conversions, tax loss harvesting, tax gain harvesting, the Backdoor Roth IRA, net unrealized appreciation, and charitable giving strategies such as a donor-advised fund can help you reduce your tax liability, and which of these strategies fit your specific needs and goals. Outline […]