Recent Educational Videos
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and...
2024
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the...
2024
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you...
2024
More Educational Videos
Would you like to secure a guaranteed income while leaving a meaningful legacy for a charity you care about? A charitable gift annuity might be the right fit for you. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF® explains what it is, how it works, and the benefits it offers. Learn more about: Definition Tax […]
Vigilance is your strongest defense against potential threats in online trading. By staying informed and proactive, you safeguard your investments and contribute to a safer digital trading environment for everyone. Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, highlights common online attacks that could jeopardize your financial future and offers practical strategies to protect yourself […]
Spotting a scam as soon as you receive it is crucial to protecting yourself from financial harm. Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, AIF® highlights some of the most common 2024 scams that put people at risk. By recognizing these warning signs, you can safeguard your financial well-being and prevent potential losses. Transcript Scams […]
Scammers use tactics to infiltrate our lives, often targeting our financial security in increasingly sophisticated ways. Pure’s Financial Advisor, Kamel Miqdadi, CFP® identifies common scams and shares strategies to help avoid them. Transcript Seems like scams are everywhere these days: phone calls, texting, emails. So how can you avoid getting scammed? Well, before we can […]
Election years can be stressful, as shifts in political leadership have the potential to impact our future. It’s natural to feel anxious or uncertain during these times. To help navigate this, Pure’s Senior Financial Advisor, Amy Cattelino CFP®, AIF® analyzes historical market trends during election cycles to better understand how to prepare and make informed […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the upcoming 2024 presidential election and its impact on the financial markets. Outline 00:00 Intro 0:28 States likely to decide the election 1:40 Congress impact 3:15 The race is a toss up 3:55 Medicare and Social Security 4:21 […]
Feeling anxious or concerned about the upcoming presidential election is completely normal. Pure’s Financial Advisor, Sumit Mehta, CFP®, AIF® offers strategies to help manage our emotions, ensuring they don’t take control of our decision-making during this period. Important steps include: Focusing on what you can control Aligning your spending with your values Maintaining historical perspective […]
Should you dramatically change your investment strategy because of the upcoming elections? Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF® rationalizes that the markets are non-partisan, and it’s wiser to stay focused on a long-term financial plan rather than reacting to short-term political events. Markets are more likely to be driven by: Corporate earnings Interest […]
Robert Dow, owner of The Dow Agency, and Lisa Velasco, Medicare Manager at The Dow Agency, answer the top Medicare questions. Outline 00:00 Intro 0:33 Top 10 Questions 0:58 What is Medicare? 1:40 Who can get Medicaid? 2:11 Can you have both Medicare and Medicaid? 2:42 Do I need Medicare if I plan to work […]
Medicare planning is a crucial aspect of retirement preparation, yet the cost of healthcare is often one of the most overlooked or underestimated factors. To help you navigate this essential part of your retirement strategy, Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, addresses the top questions about Medicare, helping you find the best healthcare […]
As healthcare costs are anticipated to be a major part of retirement expenses for Americans, securing the right coverage to meet your specific needs is crucial. Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, describes the details of Medigap to help you navigate your available options. FREE GUIDE | Medicare Checkup Guide Transcript According to […]
Medicare Part B is a crucial part of your healthcare coverage as you enter retirement, covering the costs of essential medical services. Pure’s Senior Financial Advisor, Phillip Chinothai, CFP®, AIF®, simplifies this aspect of Medicare, helping you plan for your healthcare needs in retirement. He discusses: Eligibility requirements Costs How to Use Medicare Part B […]
