Brian Perry

In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in [...]

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 15 out of 100 top ETF Power Users by RIA channel (2023), was [...]

Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss where the financial markets are now and the challenges ahead of us. Following the presentation Joe and Brian answer attendee questions.

Click to download Brian Perry’s full slide presentation.

00:00 – Intro

02:47 – Economies Starting to Reopen

04:00 – Initial Jobless Claims Improve Slightly

05:06 – Stocks Have Recovered Somewhat

06:15 – Oil Prices Off Their Lows

07:06 – Challenges Ahead: Shorter Term Impacts

08:05 – The Economy: The Good, The Bad & The Ugly

10:24 – Revising the April 2020 Conference Board Economic Forecast

11:58 – Types of Bear Markets: Structural, Cyclical and Event-Driven

14:17 – Challenges Ahead: Longer-Term Impacts

16:47 – US National Debt

19:51 – US Inflation Rate

20:46 – US Tax Rates

Attendee Questions

22:05 – Coronavirus Related Distributions and Roth Conversions: quick overview of new rules associated with rolling an IRA to a Roth IRA.  Is there a case to make this move?

26:01 – Is this a good time to invest in a primary residence or should I remain in my rental?

27:45 – How will COVID-19 impact the November election? If Joe Biden wins, what financial and economic changes can we expect? (Craig)

29:24 – How will the impending insolvency issues with Social Security be impacted by the high national debt?

31:17 – If the Coronavirus surges again in the fall, and if it is worse than this spring, what will be the effect on the market?

34:49 – Has there been much discussion about a value-added tax (VAT) to repay the national debt?

35:37- What does and doesn’t keep you awake at night?

Watch the previous market update webinar (April 21, 2020): Most Commonly Asked Market Volatility Questions

Subscribe to our YouTube channel.

Read Brian Perry’s new e-book, Retirement Revamp: Financial Planning in Times of Crisis



Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.

Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.