Recent Educational Videos
Pure’s Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA®, shares practical strategies for building a portfolio designed to weather any market environment. Outline 0:00 – Introduction & Webinar Overview 03:25 – The Institutional Approach to Portfolio Building 06:41 – Historical Asset Class Returns 09:04 – Diversification Through Styles & Factors 11:47 – Fixed Income Fundamentals 17:07 – Q&A: Evaluating Accounts & Alternative Investments 25:33 – Managing Drawdowns & Volatility 30:44 – Alternative Investment Strategies 48:41 – Today’s Volatility, AI Bubble, & Closing Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®: Welcome to our Investing Smarter webinar, How to Build a Resilient Portfolio in Any Market,...
2026
Pure’s Principal, Marc Horner, CFP®, demonstrates how strategic families navigate the college funding landscape to achieve meaningful tuition savings. Transcript For many families, college is one of the largest expenses they’re gonna face. And what makes it especially difficult to plan for is how fast costs continue to rise. For decades, tuition has outpaced both...
2026
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, reviews strategies that families with college-bound children leverage to reduce the cost of higher education. Transcript If you have a child or grandchild heading toward college, you already know tuition costs are no joke. But how much you actually pay has a lot to do with timing,...
2026
More Educational Videos
Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF®, provides recent updates on 529 accounts and dispels inaccurate misconceptions to help you get the most out of these plans. Transcript If you’re saving for a child’s college, chances are you’ve heard of a 529 plan. When used correctly, they’re one of the most powerful tools available […]
Pure’s Principal, Marc Horner, CFP®, reveals some of the most expensive investing mistakes and teaches you how to avoid making them yourself. Transcript There’s no shortage of people online telling you what to do with your money. But sometimes the real wisdom isn’t about what you should do – it’s about what you shouldn’t do. […]
Pure’s Associate Advisor, Joseph Schaaf, CFP®, AIF®, shares strategies for managing market volatility during uncertain times. Transcript Market volatility can feel unsettling, especially when you’re at or near retirement and your savings are front of mind. But here’s the good news: volatility is normal, it’s expected, and there are smart ways to handle it without […]
Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, breaks down active and passive investing and discusses their real impact on retirement savings. Transcript If you’ve ever wondered what the difference is between “active investing” and “passive investing,” you’re not alone. Investing can be confusing, but today we’re going to simplify these terms and talk about their actual impact on retirement […]
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 […]
Pure’s Director of Education, Kathryn Bowie, CFP®, AFC®, breaks down the essentials of IRA planning and shares strategies to help you grow and protect your retirement savings. Outline 0:00 — Introduction & Overview 0:29 — Retirement Account Basics & Contribution Limits 2:53 — The Three Tax Environments 10:23 — Traditional vs. Roth IRA Differences 17:06 — Roth Conversion Strategy 19:59 — Savings Strategies by Life Stage 33:28 — Tax Reduction Strategies & RMD Planning 37:46 — Common Mistakes & Q&A Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn Bowie, CFP®, AFC®: Retire Smarter: IRA Strategies to Maximize Your Savings. Welcome, […]
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF®, breaks down the essentials of Social Security and shares strategies to help you avoid costly mistakes when claiming your benefits. Outline 00:00 – Introduction & History of Social Security 1:35 – How Social Security Works: Eligibility & Calculations 3:41 – 2026 Changes & Updates 5:33 – […]
Pure’s Principal, Marc Horner, CFP®, identifies 2026 IRA changes, what they mean for you, and how to make sure you’re not leaving money on the table. Transcript Every year, the IRS tinkers with the retirement account rules. Most years it’s minor stuff — a tweak here, a threshold there. But 2026 has a few changes […]
Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, breaks down Roth and Traditional IRAs to help you navigate the nuances between these retirement accounts and identify which works best for you. Transcript If you ever tried to figure out the difference between a traditional IRA and a Roth IRA and which one you should actually […]
