How Do I Find My Cost Basis?

In April, we celebrate Financial Literacy Month, emphasizing the vital role of financial education for everyone of all ages. Pure’s team of financial professionals recently participated in a one-day visit to the Junior Achievement of San Diego County, a non-profit dedicated to empowering youth to take charge of their future success. Transcript Pure Financial Advisors...

Can financial markets continue to rise despite inflation and recession concerns? How does a globally diversified portfolio stack up against the Magnificent Seven of Microsoft (MSFT), Nvidia (NVDA), Amazon (AMZN), Google (GOOG), Tesla (TSLA), Apple (AAPL) and Meta (META)? Does global investing still make sense? What impact will the 2024 presidential election have on your...

Have you wondered about the acronyms that come after a financial professional’s name? Pure’s Financial Advisor, Alex Valles, CFP®, AIF®, not only deciphers but clarifies two prevalent designations – CFP® mark and AIF® – shedding light on their important role in selecting an advisor you can trust. FREE GUIDE | Investing Basics Guide Transcript Today,...

Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned...