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Financial Plan & Vault Investment Performance
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
“Big Al” Clopine, CPA offers 3 tips for aspiring real estate investors.
Transcription:
“Today I’m going to talk about real estate investing, which is something near and dear to my heart, as I’ve been a real estate investor for about 35 years. And I will tell you something, you can make a lot of money in real estate, as I … Read more
Alan Clopine
Nate Ritchison, CFP® explains the differences between two commonly-used retirement accounts: the Roth IRA and the traditional IRA.
Transcription:
“The question I often get when I meet with clients is, “what’s the difference between a traditional IRA and a Roth IRA?” Well, let’s discuss the similarities and the differences between the IRA’s.
The similarities are, they’re retirement accounts, specified under … Read more
Nathaniel Ritchison
Brian Perry, CFP® explains the basics of cryptocurrencies and their value in an investment portfolio.
Transcription:
“So if you’ve been paying any attention to the news lately, you’ve probably heard about Bitcoin and the other cryptocurrencies. Today we’re going to talk a little more about what exactly are these cryptocurrencies, and should you be buying them?
Well for starters, are … Read more
Brian Perry
Before you make any investment decision, consider this concept: expected value. Matt Balderston, CFP® explains how to make better investment decisions using expected value to achieve better results in the long run.
Transcription:
“The topic I want to talk about today is expected value and how it applies to investing.
Now, the definition of expected value is the average results … Read more
Matt Balderston
Let’s get back to the basics. Stocks and bonds are both instruments used by companies to raise capital. But what exactly does that mean and how are stocks and bonds different? Nathan Ritchison, CFP® walks you through the differences between stocks and bonds and the risk factors of both.
Transcription:
“Sometimes in my client meetings I get questions about or … Read more
Nathaniel Ritchison