What’s the Total Cost of the Financial Advice You’re Receiving?

Are you confident in your ability to make informed financial decisions for yourself and your family? April is Financial Literacy Month, a time dedicated to helping individuals build a strong financial foundation, no matter what stage of life they’re in. Pure’s Chief Financial Planning Officer, Susan Brandeis, CFP®, highlights the essential areas of financial literacy...

Pure’s President and CEO, Joe Anderson, CFP®, AIF®, and Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF® provide insight into recent events and discuss strategies for navigating volatile markets. Outline 00:00 Intro 1:12 Tariffs: Who Wins a Trade War? 2:56 Markets have done fine under most Presidents 5:03 S&P 500...

Financial literacy is key to making informed decisions about money management. Pure’s Associate Advisor, Joe Schaaf, CFP®, AIF®, shares expert tips to enhance your financial skills in budgeting, retirement planning, and beyond. Transcript You might be wondering: What exactly is financial literacy? Financial literacy is the ability to understand and use financial knowledge to make...

Financial education is vital at every stage of life, from early budgeting to retirement planning. No matter where you are on your financial journey, there’s always an opportunity to invest in your financial well-being. Pure’s Incoming Financial Advisor, Alexandra Bellini, CFP®, shares simple tips to enhance your financial literacy. She discusses: Creating a budget Saving...