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Purefinancial
Election years can be stressful, as shifts in political leadership have the potential to impact our future. It’s natural to feel anxious or uncertain during these times. To help navigate this, Pure’s Senior Financial Advisor, Amy Cattelino CFP®, AIF® analyzes historical market trends during election cycles to better understand how to prepare and make informed […]
Should you dramatically change your investment strategy because of the upcoming elections? Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF® rationalizes that the markets are non-partisan, and it’s wiser to stay focused on a long-term financial plan rather than reacting to short-term political events. Markets are more likely to be driven by: Corporate earnings Interest […]
Is your company offering Non-Qualified Stock Options (NQSOs) and you find them confusing? Pure’s Financial Advisor, Annie Chen, CFP®, AIF® guides you through the basics, definitions, and tax implications of NQSOs, helping you better understand and leverage this valuable employee stock benefit. FREE GUIDE | Retirement Readiness Guide Transcript Stock options are when a company […]
2024 will mark the first time in many decades that Berkshire Hathaway’s legendary Chairman, Warren Buffet won’t be joined onstage at the annual meeting by his longtime sidekick and Berkshire Vice Chairman Charlie Munger. Munger, who died late last year shortly before his 100th birthday was credited with being the “architect” of Berkshire Hathaway, with […]
While driving in your car and listening to the radio, it’s common to hear something like: “The Dow was up 500 points today, while the S&P was up 2%.” The commentators are talking about the daily performance of stock market indexes. These indexes represent a hypothetical portfolio of investment holdings, capturing a specific segment of […]
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned […]
Updated for 2024: 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 […]
What should Martin do about his outrageously fee-heavy 403(b) plan? Should EF hedge his pre-tax non-qualified 415 excess plan? What should Max do with his old TIAA plan, and what are the pros and cons of a cash balance plan for self-employed people like Brent Money? Plus, Mike needs Joe and Big Al’s spitball on the highly compensated employee rule and excess 401(k) contributions, and the fellas explain how employee stock purchase plans are taxed for Big Cheese Bob the Tomato.
