More Educational Videos
In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals. Important Points: (00:50) […]
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 […]
Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® explains the signs of a bear market, indicators associated with a decline becoming a bear market, and why it’s so difficult to predict the bear. What is a bear market? What causes them? Brian answers these questions and goes over the history of bear markets […]
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. […]
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 […]
“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 […]
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 […]
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 […]
Whether you manage your own portfolio or use the services of an investment advisor, there are costs associated with your investments, some of which are tax-deductible and some of which are not. Karen Baszak, CFP® explains this in more detail. You can find your fees that are eligible for deduction listed on schedule A of […]
President of Pure Financial Advisors, Joe Anderson, CFP® answers your question of the week by explaining withdrawal requirements for your Roth IRA. Also covered are Roth conversion requirements and important ages to remember in retirement.
People tend to view life similar to how they view their investments. When investors see breaking news or major headlines on current events that may have a negative impact on the world, they tend to view that as a risk within their portfolio. There are endless possibilities of what might happen. We can’t manage all the […]
Robert McCullock, CFP® explains what a cost basis is and how to find it. The Emergency Economic Stabilization Act of 2008 has changed certain rules that affect your security. Also learn how to find your cost basis if you bought a stock 40 years ago.
Mike Bernier, CFP® explains the difference between an individual bond and bond mutual fund in this Question of the Week. Transcription: “Hi, I’m Mike Bernier, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is the Question of the Week. This week’s question is: what is the difference between a bond and a bond fund? […]
David Cook, CFP® explains that asset allocation is the most important decision an investor can make. It is the science of combining different asset classes together to give you an efficient balance between return and risk. Understand how to diversify your portfolio and the different types of bonds you can invest in. Transcription: “Hi, I’m […]
President of Pure Financial Advisors, Joe Anderson, CFP® explains that a backdoor IRA is a tax loophole; it allows individuals and married couples to contribute to a Roth IRA if they otherwise wouldn’t qualify. Transcription: “Joe Anderson here, CERTIFIED FINANCIAL™, President of Pure Financial Advisors, and welcome to Question of the Week. I’m getting this […]