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Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide you updates on the economy and financial markets, as well as insight into what the new year might hold. Outline: 00:00 Welcome and Introduction 00:35 Recap of 2025 Financial Markets 02:28 Key Takeaways […]
During a recent client lunch, the conversation turned to AI’s impact on education. The client, an educator, shared that college students are increasingly using AI to write papers. While students cheating on essays isn’t new, what struck me was the professor’s response. Rather than encouraging original work, her former colleagues have turned to AI for […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide updates on tariffs, the economy, and financial markets, as well as insight into what might come next. Outline 00:00 Intro 00:36 What are Tariffs and Why do We Care? 3:20 How […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the […]
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 […]
JP Morgan’s Chief Global Strategist Dr. David Kelly discusses the mid-term elections, market volatility, interest rates, tariffs and trade wars, Brexit, his 2019 economic predictions, and what all of that means for you and me. How should you be invested now? Dr. Kelly also gives his opinions on value versus growth stocks, international stocks versus […]
Brian Perry, CFP® recaps the global economic markets in 2017. 2017 Year in Review Summary: • President Donald Trump gave us a “Goldilocks” economy • International developed markets • International emerging markets • Countries that outperformed the US • Large vs. small performance • Value vs. growth • Stocks and bonds
