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Financial Plan & Vault Investment Performance
Allison Alley, CFP® answers a common question: is Social Security considered income?
One of the questions we get quite a lot is in regard to Social Security. People always want to know if Social Security is considered income. Well, the short answer is yes, but it’s not quite that simple. It is income, but it’s not considered earned income. … Read more
Allison Alley
What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains.
Transcript:
Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to start with. Well, what exactly … Read more
Jack Dugan
Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind, there may be some complications. Amy Cattelino, CFP® explains.
Transcript:
Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep … Read more
Amy Cattelino
You’ve heard the phrase, “don’t put all your eggs in one basket?” In this video, Nate Ritchison, CFP® explains how portfolio diversification is the concept of spreading your eggs – that is, your investments – across many baskets, or asset classes, to limit the damage when some of the baskets fall.… Read more
Nathaniel Ritchison
Risk Management is a term most frequently associated with large businesses due to its crucial importance for corporations. However, risk management activities are just as vital when it comes to personal finances. In this video, Pure Financial Advisors’ Robert Canavan, CFP® explains why risk management is important in your personal, professional, and investing life.
Robert Canavan
What is a CERTIFIED FINANCIAL PLANNER™? Do I really need a CERTIFIED FINANCIAL PLANNER™? How do CERTIFIED FINANCIAL PLANNER™s get paid? Pure Financial Advisors’ Director of Financial Planning, Susan Brandeis, CFP® answers these questions.
Transcript:
So today what we’re going to talk about is, what is a CERTIFIED FINANCIAL PLANNER™? So what a CERTIFIED FINANCIAL PLANNER™ is, is somebody that’s … Read more
Susan Brandeis
Brian discusses the signs of a bear market, indicators associated with a decline becoming a bear market, and explains why bear market predictions are so difficult to make. What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® answers all of these questions and goes over the … Read more
Brian Perry
What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP® answers these questions and goes over the history of bear markets and their recovery times. Brian explains why bear market predictions are so difficult to make and offers some bear market investing strategies.
For Brian’s Comprehensive Guide to … Read more
Brian Perry
A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.
Transcription:
So the question of the day is, Should I be investing?”
And the answer is No.
All right, obviously … Read more
What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains.
Learn More About Different Types of Investments and Investment Vehicles
So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks … Read more
Brian Perry
We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay less in taxes; … Read more
Alan Clopine
If you have a high salary, own a business, own real estate, or generate a lot of income from inherited assets, here are seven different strategies to reduce taxes for high-income earners that will allow you to pay even fewer taxes in the future.
Learn More Tax Reduction Strategies on Our Blog
Today we’re going to talk about tax … Read more
Alan Clopine
Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. If you do these tax deferral strategies year after year you can utilize the time value of money.
Dive Deeper into these Tax Deferral Strategies on Our Blog
Today we’re going to talk about tax deferral strategies. And … Read more
Alan Clopine
With interest rate hikes and indications that there will be further increases in 2018, we’ve been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® answers the question, “what will happen to my bond portfolio when interest rates rise?”
Brian Perry