More Educational Videos
You’ve probably seen those ads that say, “buy this marijuana stock, it’s like getting in on Amazon early.” Is it really a good time to invest in cannabis? In this video, Brian Perry, CFP®, CFA outlines some things to consider before putting pot stocks in your investment portfolio. Transcript: Welcome to the topic of the […]
If a large share of your investment portfolio is in a single stock, it may represent an unnecessary risk to your overall wealth. You may need to sell some of that company stock, but how do you diversify a concentrated stock position in the most tax-efficient way possible to minimize capital gains tax? Is tax-efficiency […]
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 […]
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.