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It can be difficult to grow your wealth if you don’t know what tools and strategies you can use, or how to use those tools to develop a long-term plan. This guide provides a solid foundation of investment knowledge by covering the basics of investments, portfolios, and investor behaviors so you can feel more confident […]
Pure’s Principal, Marc Horner, CFP®, reveals some of the most expensive investing mistakes and teaches you how to avoid making them yourself. Transcript There’s no shortage of people online telling you what to do with your money. But sometimes the real wisdom isn’t about what you should do – it’s about what you shouldn’t do. […]
Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, breaks down active and passive investing and discusses their real impact on retirement savings. Transcript If you’ve ever wondered what the difference is between “active investing” and “passive investing,” you’re not alone. Investing can be confusing, but today we’re going to simplify these terms and talk about their actual impact on retirement […]
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) […]
Updated for 2026: 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 […]
Today on Your Money, Your Wealth® podcast number 585, Joe and Big Al spitball for folks who are already winning and thinking about getting fancy with it. Reno in Oregon is 50, and his pension is so big he’s not sure how to invest or...
Updated for 2026: How investment savvy are you? Do you know the difference between asset allocation and asset location? Many Americans don’t have a solid understanding of basic investing terms and concepts, and their lack of financial literacy can cost them! It can be difficult to grow your wealth if you don’t know what tools […]
Pure’s Principal, Marc Horner, CFP®, reveals the hidden risks of being overly safe in retirement and explains why being too conservative can be one of the biggest financial mistakes you can make. Transcript Many people come into retirement with one financial goal stamped into their brain: do not lose money. Now, being sensitive to the […]
Half of Americans say they’re too nervous to invest, and the ones who do invest may still be leaving serious money on the table. Joe Anderson, CFP® and Big Al Clopine, CPA break down your investing psychology and exactly why your emotions are working against your portfolio, and what it actually takes to build the […]
Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success. (Note: This guide was previously called Pursuing a Better […]
“Carl and Jane” have eight million bucks and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA, spitball on whether this is a smart tax move or unnecessary complexity — and whether they would do it themselves....
The word “taxes” may not be at the top of everyone’s list of favorite things to address. But with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines Retirement Account Limits & Roth IRA Income Limits […]
“Mr and Mrs Smith” have nearly $850,000 saved at age 43, but they’re very concerned about retirement. “Lucy and Desi” are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if it’s enough for their high-expense life. “Tony and Carmela”...
Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big Al Clopine, CPA walk through the Rule of 55, 72(t)s, and the psychological reality of spending down...
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 […]
