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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.
Since early in 2023, stock market gains have been led by a small subset of companies. These firms are known collectively as “The Magnificent Seven.” Apple Microsoft Amazon Nvidia Tesla Meta Alphabet There are a number of reasons these companies have done well, but one of the biggest is the excitement around artificial intelligence (AI). […]
It’s all about the Benjamins! The dollar is far and away the dominant currency in the global financial system, but it doesn’t mean the value of the dollar won’t fluctuate up and down. Pure’s Executive Vice President and Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, answers a few questions regarding the US dollar […]
Many people are invested in stocks from around the world and don’t even know it, which highlights the importance of a well-structured and diversified investment portfolio. Pure’s Senior Financial Planner, Robert Canavan, CFP®, AIF®, discusses methods for improving your global exposure through investment. FREE GUIDE | Beyond Borders: Global Investing Transcript Here is an oldie […]
Do news headlines have you worried about the long-term future of the US dollar? If so, Pure’s Executive Vice President & Chief Investment Officer Brian Perry, CFP®, CFA, AIF®, will help explain the vital role the US dollar plays in the global financial system and discuss how dominant its position is relative to other currencies. […]
If you looked at your statements late last year, you know that 2022 was tough for investors. The stock market, as measured by the S&P 500, declined nearly 20%. S&P 500 – 12 Months (as of 1/24/2023) However, what made 2022 an unusual year was that even as stocks were falling, there was almost no […]
There are two main classifications to understand when investing in the US and foreign countries: Developed Markets & Emerging Markets. How do they differ, and what investing risks are involved? Ryan Miiller, CFP®, financial planner at Pure Financial Advisors, explains the differences to help you properly diversify your retirement investment portfolio. DOWNLOAD | Beyond Borders: […]
International investing has become a component to achieving strong portfolio diversification. While the benefits are lucrative, you must pay attention to the risks as well. Peter Keller, Senior Financial Planner, CFP®, AIF® explains how investment in foreign securities serves as part of an overall investing strategy. DOWNLOAD | Beyond Borders: Global Investing Guide Subscribe […]
How do you feel about investing beyond our borders? In today’s global interconnected economy it is almost impossible to avoid international exposure. Now more than half of the worlds’ market capitalization lies outside of the United States, investing globally offers the opportunity for improved portfolio diversification and long-term growth. Financial professionals Joe Anderson and Alan […]
In today’s global interconnected economy, many people are invested in stocks from around the world and don’t even know it. Now that more than half of the world’s market capitalization lies outside of the United States, why would you want to limit your investments to U.S. equities? In this guide, you’ll learn about how investing in companies around the globe that […]
