More Educational Videos
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 Transcript So, today we’re going to talk about stocks, and bonds, and […]
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 […]
Mike Bernier, CFP® tells you how many stocks you should have in your portfolio. Transcription: “Hi, I’m Mike Bernier, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to the Question of the Week. This week’s question is: How many stocks should I hold in my portfolio? There’s not one correct answer to this question, […]
Have you ever bought a stock and lost a lot of money? Is there a way to profit from that transaction? Alan Clopine, Chief Financial Officer for Pure Financial shares how to profit from capital losses in your investments in this question of the week.