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With some of the provisions in the CARES Act stimulus package expiring, Joe and Big Al provide an overview of the two new stimulus bills – the HEALS Act and the HEROES Act – now being negotiated in Congress. Plus, estate planning considerations when it comes to required minimum distributions from IRAs for designated beneficiaries […]
In this Q2 2020 quarterly market review and financial markets update, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, provides a stock market analysis and looks at overall financial market activity in the second quarter of 2020: Quarterly Market Summary Long-Term Market Summary World Stock Market Performance Second Quarter […]
Not sure how the COVID-19 pandemic will impact your finances and ultimately your retirement lifestyle? Financial professionals Joe Anderson and Alan Clopine address the stress and feelings of concern while providing the tools and strategies to help you get through these uncertain times. From the CARES Act to Coronavirus related distributions, they help to educate […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss COVID-19 and the economy, the state of the financial markets, and a look ahead at what November 2020 elections might bring. Following the presentation Joe and Brian answer attendee questions. Click to download […]
Should market volatility and the economic downturn due to the COVID-19 pandemic change where you save for retirement? Should contributions go to pre-tax accounts or to post-tax Roth accounts? Plus, Coronavirus related distributions, how to use a PPP loan to pay your self-employed self, backdoor Roth IRA conversions, and strategies for funding a Roth IRA […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss where the financial markets are now and the challenges ahead of us. Following the presentation Joe and Brian answer attendee questions. Click to download Brian Perry’s full slide presentation. 00:00 – Intro 02:47 […]
In this jam-packed episode of the Your Money, Your Wealth® podcast, stimulus payments for self-employed, dependents, and those who message us on Facebook, plus, the paycheck protection program, coronavirus-related distributions, Roth and Backdoor Roth conversions, tax-loss harvesting, and the solo 401(k). Subscribe to the YMYW podcast Subscribe to the YMYW podcast newsletter FOLLOW US: YouTube […]
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, answer attendee questions and the most common questions we’ve received about investing strategies in a time of market volatility, as well as the economy, recession, the stock market, and the bond market. The Most […]
Market update, commentary and client questions from Tuesday, April 14, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 03:00 – Is the CARES Act Helping the Economy Yet? 03:40 – US GDP 2017-2020 04:05 […]
The CARES Act Coronavirus stimulus package: Today we discuss recovery rebates, new rules for retirement account distributions, stimulus checks for those on Social Security and unemployment benefits. Plus, should a listener invest his forbearance, buy foreclosures, and capitalize on the financial crisis? We also get into the cash-on-cash math for rental real estate and potential […]
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) was signed into law March 27, 2020. The CARES Act will allocate $2.2 trillion of relief funds for individuals and businesses affected by the coronavirus pandemic. This guide will lay out how the CARES Act could affect you. In this guide, you will learn the […]
Market update, commentary, a recap of the CARES Act 2020 federal stimulus package, and answers to client questions from Tuesday, March 31, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 02:54 […]
As the COVID-19 situation continues to evolve, and its ramifications reverberate through the economy and financial markets, we want to keep you abreast of the latest developments and Pure’s response to this situation. The Senate just passed a landmark bill, so here we want to examine what the stimulus package might mean to you and […]
Market update, commentary and client questions from Tuesday, March 24, 2020 with Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA. Download Brian Perry’s full slide presentation. 00:00 – Introduction 01:24 – Pure’s latest actions regarding COVID-19: protecting the health and safety of […]
The impact of the COVID-19 Coronavirus pandemic on the financial markets and your retirement investment portfolio: in this live webinar presentation to clients of Pure Financial Advisors, Inc. on Tuesday, March 17, 2020, Pure’s President, Joe Anderson, CFP® and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss the current state […]
