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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 […]
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 […]
Retirement planning may seem complicated and daunting. However, it’s essential to understand, especially as we’re experiencing longer lifespans and diminishing external support systems. Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, examines five critical retirement spending needs, ensuring you’re prepared to transition into retirement with confidence and peace of mind. Healthcare Social Security Investment Management Tax […]
To understand asset location, it is important to consider two areas: asset allocation and how investment accounts are taxed. Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, discusses why and how to use asset location in your investment decisions. FREE GUIDE | Why Asset Location Matters Guide Transcript What is asset location? To understand asset location, […]
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 […]
Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement […]
To the individuals and families we serve, Given the spike in market volatility due to the COVID-19 pandemic, this seems like a good time to discuss how Pure Financial Advisors’ investment philosophy has been designed to facilitate efficient implementation for each and every one of our clients, even in the most extreme of market conditions. […]
