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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 Senior Financial Advisor, David Cook, CFP®, AIF®, provides insight into key risks of retirement and how to manage them. Outline 00:00 Intro 1:26 Why is Risk Management so Important? 3:35 Types of Risk Management 20:20 Risk Management Strategies 24:25 Asset Allocation 26:44 Diversification 28:09 Tax Diversification 35:37 Risk Management Process 36:07 Retirement Risk Zone: […]
How do you protect your nest egg when you’re really risk-averse and want safe, low-risk investments – should you invest in annuities, CDs? When choosing a money market fund, should you just invest in the one with the highest post-tax return? How do you go...
Is your retirement plan turbocharged? Do you know how to make the most of the money that you’ve worked so hard to save? Joe Anderson, CFP®, and Big Al Clopine, CPA are here to tell you how to turbocharge your wealth. Whether you are in the slow lane with your savings benchmarks or stalled out […]
When deciding whether to claim Social Security early, how do taxes figure into the analysis? If Social Security creates too much provisional income so that you have to pay tax on your Social Security benefits, does it make sense to claim Social Security early? If...
Risk management investing strategies: is selling rental property and buying a variable annuity to reduce sequence of return risk and interest rate risk a good idea? Do small-cap or emerging markets have better risk-adjusted returns against market volatility? Should eREITs (non-traded real estate investment trusts)...
When the markets have large swings – up and down – investors often make mistakes that can jeopardize their entire retirement plan. Financial professionals Joe Anderson and Alan Clopine provide a long-term view of how the markets respond in good and bad times. They also give you the tools you need to take the emotion […]
For many people planning for retirement, risk is often a dirty word. But risk can be good. It can help bolster your retirement funds if it is managed properly. Financial professionals Joe Anderson and Alan Clopine guide you through risks that can help increase your retirement funds and ones that can keep you from meeting […]
Jonathan Clements (founder, HumbleDollar.com, former Wall Street Journal personal finance writer) on portfolio rebalancing, reducing risk and doing a Roth conversion. Plus, Joe and Big Al answer your money questions: when is the best time to get into the market? When is the best time to retire? Can you start a Roth IRA for your […]
Economist Dr. Allison Schrager, author of An Economist Walks Into a Brothel and Other Unexpected Places to Understand Risk, explains how the risk management techniques of surfers, prostitutes, magicians, and soldiers might relate to our own investing and retirement planning. Plus, does it matter which assets you withdraw first from your retirement portfolio? Joe and Al dive deep on this […]
Joe and Big Al discuss 7 changes to your Social Security for 2019. No wait, six changes. Well actually, it’s more like 5 changes and a useful tidbit. Plus, when to claim your spousal benefit, whether to buy long-term care insurance or self-insure, how to get more growth in your portfolio without adding more risk, […]
Has your financial advisor, retirement account custodian or the brokerage firm where you hold your investments asked you for a “trusted contact person?” In this video, Matt Horsley, CFP® of Pure Financial Advisors explains what a trusted contact person is and how Pure Financial is helping to safeguard our clients’ finances. Transcript: Recently your financial […]
Todd Tresidder of FinancialMentor.com shares the surprising ways to reduce risk and increase returns as outlined in his new book, The Leverage Equation: How to Work Less, Make More, and Cut 30 Years off Your Retirement Plan. Joe and Big Al answer your money questions on real estate investing, buying a house with your 401(k) money, […]
In putting together a finical plan for retirement, it is critical to understand what risks can help grow your retirement funds and which ones can derail your financial plan. The last thing you want in retirement is to be forced back into going to work. Pure Financial Advisors’ experts Joe Anderson and Alan Clopine explore […]
Plenty of risks threaten retirement, and today we focus on managing risks from longevity, inflation, sequence of returns, taxes, interest rates, and lost opportunity. Plus, Professor Jamie Hopkins from The American College and the New York Life Center for Retirement Income talks about how our risky investor behavior needs Rewirement (which happens to be the title of […]
