Estate Planning Basics: Don’t Make These Major Mistakes

Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, AIF®, CFA®, CFP®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, will provide updates on the economy and financial markets. Outline 0:00 – Introduction & Webinar Overview 0:19 – Iran, the Strait of Hormuz & Global Energy Markets 3:24 – Global Stock Market Performance: Who Won & Who Didn’t 8:20 – AI’s Role in Driving Market Returns 16:29 – Corporate Earnings: Not a Tech Bubble 21:23 – Global AI Investment: Beyond U.S. Mega-Cap Stocks 25:25 – Q&A: Iran Deal, Oil Prices & Strategic Reserves 28:09 – Q&A: SpaceX IPO & Index Inclusion 31:51 – Inflation, the Fed & Interest Rate Outlook 44:36 – Portfolio Strategy: Rebalancing, Bonds & Risk Management Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct)...

Pure’s Principal, Marc Horner, CFP®, reveals the hidden risks of being overly safe in retirement and explains why being too conservative can be one of the biggest financial mistakes you can make. Transcript Many people come into retirement with one financial goal stamped into their brain: do not lose money. Now, being sensitive to the...

Pure’s Financial Advisor, Chris Jackson, CFP®, MBA, highlights key retirement red flags that often catch people off guard, and explores what you can do about each one before it’s too late. Transcript You’ve done everything right — maxed out your 401(k), lived below your means, and stayed the course through market volatility. But here’s the...

Pure’s Financial Advisor, Brian Wolff, AIF®, CFP®, uncovers five costly retirement mistakes that are easy to overlook but absolutely worth addressing before they become a problem. Transcript Today we’re covering 5 costly retirement mistakes that are easy to overlook but absolutely worth addressing before they become a problem. The first mistake is retiring with an...