More Posts
The best investment strategy is one you can commit to long-term while achieving your goals. Pure’s Financial Advisor, Brian Wolff, CFP®, AIF®, offers practical steps to optimize your portfolio in 2025. By applying these ideas to your plan, and you’ll be on track for a more effective, streamlined investment approach. Transcript We all want better […]
Q: I’m worried markets will turn more volatile next year. Should I sell? A: It’s important to accept that market selloffs are a regular occurrence. Let’s acknowledge that no one likes seeing markets fall and their portfolio balances decline. But the reality is that market selloffs are a normal part of being an investor. In […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the upcoming 2024 presidential election and its impact on the financial markets. Outline 00:00 Intro 0:28 States likely to decide the election 1:40 Congress impact 3:15 The race is a toss up 3:55 Medicare and Social Security 4:21 […]
Feeling anxious or concerned about the upcoming presidential election is completely normal. Pure’s Financial Advisor, Sumit Mehta, CFP®, AIF® offers strategies to help manage our emotions, ensuring they don’t take control of our decision-making during this period. Important steps include: Focusing on what you can control Aligning your spending with your values Maintaining historical perspective […]
Factor investing is a strategic approach that involves finding securities based on specific attributes such as value, quality, momentum, size, and minimum volatility. These factors, which are well-documented by researchers, are essential tools for investors seeking to outperform the market. Decades of research have revealed the sets of characteristics that explain differences in expected returns. […]
