Recent Posts
Part 3: Real Estate Investment Trusts (REITs) This article is the third in a series looking at the pros and cons of various income-producing vehicles. But before we dive in, we’ll begin with an important caveat: Here at Pure Financial Advisors, we believe that for most individuals, the income alternatives we’ll be discussing are best...
2022
There are times when an investor finds themselves with a single stock holding that makes up an uncomfortably large portion of their overall portfolio. Having a concentrated position is a double-edged sword; on the positive side you’ve accumulated some wealth, but the problem is that your fortunes are now unduly connected to a single company....
Part 2: Rental Real Estate This article is the second in a series looking at the pros and cons of various income-producing vehicles to help you determine whether they belong in your portfolio mix. But before we dive in, we’ll begin with an important caveat: Here at Pure Financial Advisors, we believe that for most...
2022
More Posts
As of this writing, the Russian invasion of Ukraine has been going on for more than two weeks. And while the two sides have discussed a ceasefire, they have made little headway into resolving the conflict so far. As a result, financial markets have been extremely volatile, and the longer-term economic implications are building. Russia […]
Part 1: High-Yield Bonds We’ve been living in a world of low-interest rates for a while, which means that although they still provide both safety and diversification, it can sometimes be difficult to get the income you want from traditional, high-quality bonds. Because of that, some investors are looking around at alternative income sources to […]
If you own bonds and you’re like most investors, you’re probably frightened by the idea that interest rates might keep going up. After all, everyone knows that higher rates are a disaster for bond owners. The thing is, though, that prevailing wisdom may not be correct. What are bond investors really afraid of? As a […]
Click a link to view updates: Letter to Clients, March 9, 2021: Important Update on COVID-19 Letter to Clients, June 16, 2020: Important Update on Pure Financial’s Offices Reopening Video presentation: June 16, 2020: Market Update, Commentary, and Questions Answered Podcast, June 15, 2020: Can You Do a Coronavirus-Related Distribution to Roth Conversion? Read Brian […]
In some ways inflation is like the boogeyman – often feared but seldom seen. Over time things tend to get more expensive, but the rate of increase has generally been modest. So, while the cost of living in the United States has expanded approximately 13-fold since the end of World War 2, in the last […]
Annually each custodian comes out with their own schedule for when tax documents (1099s) and any correction documentation will be available to clients. If you do not receive your form(s) by mid-March, please contact our Client Service team at clientservices1@purefinancial.com or call (866) 876-7873. You can also download your forms by logging into the website […]
The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility. Why is it happening? And what does it mean for your finances? Read on to learn more. LISTEN | […]
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]
