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Alternative investments are about to become much more accessible to everyday investors. The Department of Labor is currently reviewing rules that would allow 401(k) plans to offer alternative investments (alts) which includes assets like private equity, physical real estate, venture capital, hedge funds and other non-traditional assets. These rule changes are expected to take effect […]
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. […]
