5 Tips to Reduce California Capital Gains Tax

Estate planning is a crucial—yet often overlooked—part of financial planning. It serves as a roadmap for what happens to your assets and healthcare decisions if you’re unable to make them yourself. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the basics of estate planning and explains why it’s essential for protecting both you...

Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide updates on tariffs, the economy, and financial markets, as well as insight into what might come next. Outline 00:00 Intro 00:36 What are Tariffs and Why do We Care? 3:20 How...

Only 33% of U.S. adults have created estate planning documents1. While it’s understandable that estate planning can feel uncomfortable to think about—and even harder to discuss—it’s something you shouldn’t delay. Estate planning isn’t just for the wealthy or the elderly, it’s essential for everyone. Pure’s Senior Financial Advisor, Phillip Chinothai, CFP®, AIF®, outlines three key...

You don’t need to be wealthy to need an estate plan. It’s simply a blueprint to ensure your wishes are followed if you pass away or become unable to make decisions. Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, shares key reasons to create an estate plan—and how it can help you avoid future issues...