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Alan Clopine Conquers Kalalau Trail One Step at a Time

 

 

 

 

By: Guest Columnist Skip SchweissRIA Biz July 21, 2017

Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they … Read more

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Mike Fenison’s Cover Story In Advisor Solutions

Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors.

Fenison attributes the company’s success to … Read more

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Tamarac Features Pure Financial

Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform

Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing®

January 19, 2017

Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration between … Read more

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Retirement Planning for the Self-Employed

Retirement Planning for the Self-Employed

January 23, 2017

Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank or brokerage firm. While … Read more

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Investopedia Quotes Joe Anderson in Tax Article

Pay the Lowest Possible Taxes on Retirement Assets

Investopedia recently quoted President of Pure Financial Advisors, Inc., Joseph Anderson in an article about saving taxes on retirement assets. The article is broken down by different suggestions for keeping the tax man at bay when filing your return. These suggestions include taking distributions now, thinking locally, considering when to take Social … Read more

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CEO Michael Fenison Quoted in San Diego Business Journal

Robo-Advising Advances, But Human Role Still Part of the Equation

Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison was recently featured in an article covering the expansion of technology in the financial services industry by the San Diego Business Journal.

The story highlights the rapid movement towards robo-advisors and digital platforms, illustrating how advisors are reacting to … Read more

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Joe Anderson Featured on Investopedia

When It’s Time to Stop Saving for Retirement

President of Pure Financial Advisors, Joe Anderson was recently featured by Investopedia in an article covering retirement spending versus saving. The article centers on a surprising issue – retirees are stuck in the habit of saving when they should actually be spending their hard-earned dollars on enjoying retirement.  For some, it’s a … Read more

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Pure Financial Named to 2015 Financial Times 300 Top RIAs

June 18, 2015 – Pure Financial Advisors, Inc. is pleased to announce that it has been named to the Financial Times’ 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the nation.

This is the second annual FT 300 list, (Pure Financial also made last year’s list) produced independently by the FT in collaboration with … Read more