Recent Educational Videos
Pure’s Principal, Marc Horner, CFP®, explains what the average retirement savings data means, why the rules of thumb fall short, and, most importantly, the three-step framework that sets you up for success. Transcript Are you on track? According to your age, how much money should be in your retirement savings? Well, the big boys like...
Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, covers three of the main tools that can help keep your assets out of probate court altogether. Transcript Probate is the court process your estate goes through after you pass away, and it can be a slow, painful, and public process. But there’s good news that there...
2026
Pure’s Senior Financial Advisor, Blaine Thiederman, CFP®, MBA, provides two vital financial conversations for families to have before the unsaid creates bigger problems down the line. Transcript A recent Fidelity study found that more than half of Americans said their parents never discussed money with them, yet over 80% would have benefited from financial education...
2026
More Educational Videos
Pure’s Principal, Marc Horner, CFP®, shares tips for navigating college tuition with confidence. Outline 00:00 Intro 1:00 Average Tuition Fees 1:16 Tuition Discount Rates 5:19 Tuition is negotiable 20:08 Financial Aid Basics 22:00 Roadmap for Affording College 29:02 Q&A Does everyone really need to go to college? To be eligible for the FAFSA, what’s the income limit? Is there a resource I can look at for a 529C Plan if I reside in California? So are you saying not to complete the FAFSA until you receive an award? What should I be careful of regarding investments and retirement accounts prior to filling out the FAFSA application? What’re they actually accounting when considering my financial aid? Transcription: (NOTE: Transcriptions are an approximation and may not be entirely correct) Kathryn: Hello everyone, welcome. We are so appreciative of you being here for our college tuition webinar with our esteemed Marc Horner. He is our principal and a financial […]
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, […]
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 […]
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, […]
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 […]
