Need additional information on the TD Ameritrade & Schwab merger?

LEARN MORE
Pure Financial Advisors
CALL CONTACT FORM CRS LOCATIONS LOG IN GET AN ASSESSMENT
  • Financial Resources
    • All White Papers
    • Blog
    • Educational Events
    • Educational Videos
    • Free Assessment
  • Retirement Workshops
    • Denver Workshops
    • Digital Workshops
    • Los Angeles Workshops
    • Orange County Workshops
    • San Diego Workshops
    • Seattle Workshops
  • Financial Planning
    • Cash Flow Analysis
    • Estate Planning
    • Retirement Planning
    • Risk Management Consulting
    • Tax Planning
  • Investment Planning
    • Global Portfolio Diversification
    • Institutional Access
    • Investment Portfolio Asset Allocation
    • Our Investment Philosophy & Investment Best Practices
    • Portfolio Rebalancing Services
    • Tax Management Services
  • The Pure Difference
    • Contact Us
    • Fees
    • Locations
    • Meet the Team
    • News
    • Our Story
  • Your Money, Your Wealth
    • All Podcasts
    • All TV Episodes
    • All TV Shorts
    • Ask Joe & Al
    • Guests
    • Special Offer

Welcome to Our Blog

Stay informed on the latest financial planning news and headlines

 

Subscribe to Our Newsletter

More Posts

Purefinancial

  • Financial Planning

The Federal Reserve: An Overview of the World’s Most Powerful Financial Institution

The Federal Reserve: An Overview of the World’s Most Powerful Financial Institution Nearly every country in the world has a central bank that plays an important role in guiding the nation’s economy. The actions of several of these, including the European Central Bank (ECB), the Bank of England (BOE), the People’s Bank of China (PBOC), […]

06
SEP
2023
READ MORE
SEASON 9, EPISODE 9

Retirement Rescue Plan

If you are like the majority of Americans, your financial health barely has a pulse, and the condition is worsening rather than getting better. With the money you have saved right now, at what age would you be able to retire? 65? 70? NEVER?! The doctors are in the house: Joe Anderson and Alan Clopine […]

03
SEP
2023
WATCH NOW

Potential Landmines and Opportunities: Q3 2023 Financial Market Outlook

Is now the time to buy tech stocks? Is it too soon to go global with your investments? What is next for the Federal Reserve? Brian Perry, CFP®, CFA®, AIF®, Executive Vice President and Chief Investment Officer at Pure Financial Advisors, recaps what’s happened in the financial markets so far this year, and what we […]

27
JUL
2023
READ MORE

How to Calculate Your Retirement Needs in Future Dollars

How much will money will you need in retirement, adjusted for inflation? Joe and Big Al spitball on your future dollars, how to calculate the tax on Roth conversions, and the benefits of converting to Roth when financial markets are down. Plus, should retirement savings contributions be half pre-tax and half post-tax? And finally, saving to a 529 plan for your kids, or sending them to Hollywood stunt training camp – which would you do!? 

Follow the YMYW podcast Subscribe to the YMYW newsletter

FOLLOW US: YoutubeFacebookTwitterLinkedIn

30
MAY
2023
LISTEN NOW

Retirement Blind Spots | Financial Tip

While no one knows what the future holds, there are ways you can prepare for life’s uncertainties during retirement to try to limit how blind spots impact your savings. Pure’s Associate Advisor, Alex Valles, CFP®, covers the top three: healthcare, inflation, and taxes. FREE GUIDE | Retirement Blind Spot Guide Transcript On your road to […]

01
MAY
2023
READ MORE

Q2 2023 Financial Market Outlook: Inflation, Interest Rates, Recession?

Should investors worry about regional banks? Will the Federal Reserve finally tame inflation, and is a recession looming? What’s next for stocks and bonds? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA® charter, AIF® addresses these questions as he discusses Q1 market volatility and the outlook for Q2 and […]

27
APR
2023
READ MORE

Markets Don’t Care If News is Good Or Bad: Q1 2023 Financial Market Outlook & Review

How is inflation like Star Wars, and can the Fed tame it? What happened in the financial markets in 2022 and why do they perform better when people feel bad? Is the classic “60/40” stocks/bonds asset allocation model broken? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA charter, AIF® […]

26
JAN
2023
READ MORE
SEASON 8, EPISODE 20

Steps to Financial Success: Grow Your Wealth at Any Age

Do you want to be rich, or do you want to be wealthy? Do you want to be both? Is there a difference? What are important steps that you can take today to grow your wealth? Regardless of your age or where you are in life with saving for retirement, today’s show is for you. […]

08
JAN
2023
WATCH NOW
SEASON 8, EPISODE 19

Take Control of Your Retirement Plan

When you read the headlines each day do you feel like you are less and less in control of your finances and what will happen to your money in the long term? You are not alone. The fear of the unknown can lead to stress and anxiety. In a recent survey, more people reported fearing […]

18
DEC
2022
WATCH NOW

End of Year Tax Planning: 7 Strategies to Reduce Your 2022 Taxes

Learn how recent tax legislation and proposals impact you, your family, and your retirement savings, and strategies that can help you reduce your tax liability as you plan for a successful retirement. Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, Esquire, CPA, and learn how to take advantage of tax-saving opportunities available to you. Outline […]

17
NOV
2022
READ MORE
  • Financial Planning
  • Investing

What is Quantitative Tightening and What Does it Mean for Investors?

You may have heard that the Federal Reserve (the Fed) is trying to contain inflation by raising the federal funds rate. However, the Fed has another tool at their disposal: Quantitative tightening (QT). Quantitative tightening is a term you may not have heard of; after all, the Fed has spent the last 14 years or […]

28
SEP
2022
READ MORE

How to Invest When Inflation is Raging

With the consumer price index at forty-year highs, Matt Balderston, Pure financial advisor, CFP®, AIF® will explore what types of investments might make sense in an inflationary environment. It is important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings come in higher than […]

12
AUG
2022
READ MORE
  • Investing

How to Invest When Inflation is Raging

With the consumer price index at forty-year highs, this is a good time to take a look at what types of investments might make sense in an inflationary environment. Before diving in, though, it’s important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings […]

02
AUG
2022
READ MORE

Inflation, Recessions, and Financial Markets | Q3 2022 Update and Outlook

Will the Fed get inflation under control? Is the economy headed into a recession? Will market volatility continue? Are there financial moves to consider making now? Pure Financial Advisors’ Chief Investment Officer and Executive Vice President, Brian Perry, CFP®, CFA® addresses all of these questions, and viewer questions, in this third quarter market review and […]

21
JUL
2022
READ MORE

Should We Hold Off on Retiring Until the Markets Recover?

When the financial markets are down, should you postpone retirement? When inflation is up, should you change your investments and pile into things like value and commodities? Plus, the ever-popular retirement spitball analysis: an early retirement plan, Medicare, Social Security, TSP, and Roth conversions, and when and how business owners should convert $5.5M to Roth IRA. Also, if excess 2021 Roth contributions were returned, can you file last year’s taxes now without penalty? Finally, what’s the difference between a collective investment trust and regular mutual funds?

Subscribe to the YMYW podcast Subscribe to the YMYW newsletter

LISTEN on Apple Podcasts | Google Podcasts | Stitcher | Player FM

FOLLOW US: YoutubeFacebookTwitterLinkedIn

12
JUL
2022
LISTEN NOW
Load More

We’ve Got You Covered

Whether you’re nearing retirement, in retirement, had a life-altering event or need investment advice, Pure Financial’s fee-only fiduciary financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals.

GET AN ASSESSMENT

Find What You Are Looking For

Looking for an article on a specific topic we can help you find it.

Investing ()
Retirement Planning ()
Retirement ()
Taxes ()
Roth Conversion ()
Other Topics
Continue
Link

Lunch n’ Learn

Join us for a one-hour lunch n’ learn as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets.

Register Now
Link

Register for a Class

Don’t leave Financial circumstances to uncertainty, solidify your financial plans with the help of experts.

Register Now
Link

Experience the PURE Difference

Get Your Free Assessment

Sign Up for Our Newsletter

Your information is secure.

Give Us a Call:

1 (866) 876-7873

Quick Links:

  • Careers
  • Contact Us
  • Designations and Certifications
  • Form ADV 2A
  • Partner with Pure
  • Pure Financial App
  • Cookie Policy
  • Privacy Policy
  • Privacy Statement

Connect with Us:

  • Youtube
  • Twitter
  • LinkedIn
  • Facebook
Back To Top
Refunds available upon written notice  
© Copyright 2023. Pure Financial Advisors, LLC. All rights reserved.
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}
CLOSE
CLOSE
CLOSE
  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Subscribe to YMYW

YMYW Email Newsletter
YMYW on YouTube
YMYW Podcast
CLOSE
CLOSE
X
ALL LOCATIONS

JOB DESCRIPTION

CLOSE

Ask Joe & Big Al on Air

Do you have a question for Joe & Big Al? Ask them on air. Ask your question below or call us directly at 1-888-994-6257.

CLOSE

Special Offer

Submit the form to claim your offer.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Sign Up for a Class

Join us for a financial planning course designed to help you make knowledgeable decisions and prepare for your future. We cover a wide range of topics and answer the most common questions about retirement.

Plan for your retirement today and secure a better future for tomorrow.

Click here to sign up today!
CLOSE

Get Your Chili Piper Test

Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! Submit the form below or call us directly at 1 (866) 876-7873.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Congress Approves The SECURE Act

For more information on what you need to know about The Secure Act, download your white paper here! Submit the form below or call us directly at 1 (866) 876-7873.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Get Your Free Assessment

Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! Submit the form below or call us directly at 1 (866) 876-7873.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE
CLOSE

Get Your Free Assessment

Sign up for a free two-meeting assessment with a Certified Financial Planner™ professional today! Submit the form below or call us directly at 1 (866) 876-7873.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

 

CLOSE

Join Our Market Newsletter

Let us help you stay up to date on the latest news, analyses and insights into the financial matters that mean the most. Take control of your financial future, Sign up today!

Your information is secure.

CLOSE

We’ll do our best to respond within two business days. Submit the form below or call us directly at 1 (866) 876-7873.

Your information is secure.

CLOSE

White Papers

Download your white paper here! Submit the form below or call us directly at 1 (866) 876-7873.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Request ADV

The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, LLC. Submit the form below or call us directly at 1 (866) 876-7873.

Your information is secure.

CLOSE

Secure Client Login

Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this web page. We want you to feel completely organized and in control of your finances. Your planner is always here to help as your personal financial coach.

Financial Plan & Vault

Investment Performance

CLOSE

Talk to an Advisor

Your path to personalized financial advice starts here. Submit the form below or call us directly at 1 (866) 876-7873 to see how one of our trusted advisors can help you.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

YMYW Newsletter

Listen to the latest episodes of the Your Money, Your Wealth® podcast free, on-demand, delivered right to your email inbox! Watch new episodes of the Your Money, Your Wealth® television show as soon as they’re available!

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

CLOSE

Your Money, Your Wealth

Join the YMYW Newsletter!

Sign up today and receive highlights from
Your Money, Your Wealth® once a week.

  • This field is for validation purposes and should be left unchanged.

Your information is secure.

NO THANKS