ABOUT HOSTS
Matt Balderston
ABOUT Matt

Matt is a graduate of the University of California, San Diego with a BS in Mechanical Engineering. After 10 years as an engineer, Matt decided to pursue a long-held passion and shifted his career to finance. He attained his CERTIFIED FINANCIAL PLANNER™ designation and the Accredited Investment Fiduciary designation. Prior to becoming a fee-only advisor [...]

Matt Balderston, CFP® shares why you shouldn’t try to time the market when it comes to your investments.

Protected: 5-Step Estate Plan

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24
APR
2024
Joe Sanchez

Protected: Estate Planning Mistakes | Financial Tip

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24
APR
2024
Patrick Robinson

Volunteering at Junior Achievement Finance Park | Financial Literacy Month

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...

15
APR
2024
Susan Brandeis

Navigating Turbulent Financial Markets in 2024 | Apollo Lupescu, Dimensional Fund 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...

09
APR
2024
Brian Perry
Brian Perry
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