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At Pure, our finance white papers cover a wide range of topics involving the financial and investment industry as a whole. These educational guides are written by experienced professionals that have extensive knowledge on these topics. Whether you are looking to learn the very basics of finance or want to dive deep into tax planning, we have something for you. These financial services white papers can also help you develop a proper financial, retirement, or estate strategy to help you secure a bright future. Make financial planning easier by educating yourself with our wealth management white papers.
Feeling anxious or concerned about the upcoming presidential election is completely normal. Pure’s Financial Advisor, Sumit Mehta, CFP®, AIF® offers strategies to help manage our emotions, ensuring they don’t take control of our decision-making during this period. Important steps include: Focusing on what you can control Aligning your spending with your values Maintaining historical perspective […]
Updated for 2024: The emotional aspect of investing can make or break your financial plan. Most people tend to let their emotions guide their investment decisions and admit investing is like riding an emotional roller coaster. Unfortunately, those emotions and biases can keep you from reaching your financial goals. In this guide, you’ll learn how […]