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Looking for a financial advisor? Someone to bounce ideas off of or double-check what you hear from friends or read about online? Many people are in the same position, struggling to manage their finances and just not sure what the next steps are. According to the National Financial Educators Council, in 2023, U.S. residents lost […]
There has been a lot of talk in the past few years about “fiduciary duty.” Senior Financial Planner Allison Alley, CFP® of Pure Financial Advisors explains what it means to be held to the fiduciary standard, and why it’s important to work with a fiduciary when it comes to financial planning. Transcript: One of the […]
Matt Horsley shares the benefits of working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional by explaining the process for achieving a CFP® credential and also sharing what areas of financial planning a CFP® professional focuses on. At Pure Financial, we only recommend that you work with a CFP® to show that the advisor is properly adequate […]
In episode 5 of YMYW, Joe and Big Al discuss the financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates’ tax plans. Plus, why women are better savers and investors than men. 02:23 “Everyone needs a financial plan. Everyone absolutely needs a financial […]
Placing your assets into the hands of a stranger can be a little intimidating, and you might not know who to trust. This feeling can be compounded by the fact that you may have little knowledge of the financial services industry and may not have been raised in a household where financial matters were addressed […]
There are two types of standards that financial advisors are held to: the fiduciary standard and the suitability standard. What’s the difference? The fiduciary standard holds a legal requirement that advisors must put their clients’ interest before their own. The suitability obligation, on the other hand, only details that the advisor has to reasonably believe […]
