2017 First Quarter Market Review

Pure’s Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, shares practical strategies for building a portfolio designed to weather any market environment. Outline 0:00 – Introduction & Webinar Overview 03:25 – The Institutional Approach to Portfolio Building 06:41 – Historical Asset Class Returns 09:04 – Diversification Through Styles & Factors 11:47 – Fixed Income Fundamentals 17:07 – Q&A: Evaluating Accounts & Alternative Investments 25:33 – Managing Drawdowns & Volatility 30:44 – Alternative Investment Strategies 48:41 – Today’s Volatility, AI Bubble, & Closing Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®: Welcome to our Investing Smarter webinar, How to Build a Resilient Portfolio in Any Market,...

Pure’s Principal, Marc Horner, CFP®, demonstrates how strategic families navigate the college funding landscape to achieve meaningful tuition savings. Transcript  For many families, college is one of the largest expenses they’re gonna face. And what makes it especially difficult to plan for is how fast costs continue to rise. For decades, tuition has outpaced both...

Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, reviews strategies that families with college-bound children leverage to reduce the cost of higher education. Transcript If you have a child or grandchild heading toward college, you already know tuition costs are no joke. But how much you actually pay has a lot to do with timing,...

Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, provides recent updates on 529 accounts and dispels inaccurate misconceptions to help you get the most out of these plans. Transcript If you’re saving for a child’s college, chances are you’ve heard of a 529 plan. When used correctly, they’re one of the most powerful tools available...