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  • Investing

The Outlook for the 2024 Election

October 2024 With an impending election, this is a good time to review how markets have performed during various political cycles, as well as to look at some possible outcomes in 2024. For starters, it’s important to realize that people’s perceptions of the economy can vary drastically depending on whether the party they favor is […]

10
OCT
2024
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  • Investing

The Benefits of Systematic Rebalancing

You are probably aware that a major determinant of your investment returns, as well as your portfolio risk and volatility, comes from the proportions of various asset classes or investments that you hold. As such, you likely gave a good deal of thought to your initial selection of what investment mix to hold in your […]

26
JUL
2024
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  • Investing

The Election is Coming: Should You Sell?

With the November elections fast approaching, the news cycle is ramping up on what to expect. And while that often involves a nonstop flow of doom and gloom prognostications, as investors, we often stress that the key to success is to remove emotions from the mix and focusing instead on the facts. With that in […]

28
MAY
2024
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  • Investing

Employee Stock Purchase Plans (ESPPs)

Employee Stock Purchase Plans (ESPPs) are popular employee benefits programs offered by many companies as a way to allow employees to purchase company stock at a discounted price. ESPPs are designed to enable employees to purchase company stock through payroll deductions, often at a discount from the market price. These plans are a way to […]

16
APR
2024
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  • Investing

Can the Magnificent 7 Stay Magnificent?

Since early in 2023, stock market gains have been led by a small subset of companies. These firms are known collectively as “The Magnificent Seven.” Apple  Microsoft Amazon Nvidia Tesla Meta Alphabet There are a number of reasons these companies have done well, but one of the biggest is the excitement around artificial intelligence (AI). […]

01
MAR
2024
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New Year Financial Goals | Financial Tip

Are you equipped with the insights needed to meet your financial goals for the new year? Pure’s Financial Planner, Michael Chipperfield, CFP®, AIF®, reviews five helpful tips to pave the way to success in 2024. Build an Emergency Fund Plan to Pay Off High Interest Debt Track Your Expenses Increase Retirement Savings Revisit Investment Strategy […]

08
JAN
2024
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Investing 101: Get Serious About Your Financial Future

Do you want to understand how to get the most amount of return for the amount of risk you’re willing to tolerate? Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, provides insight into what investing strategies can help you improve your odds of success and establish a foundation to achieve long-term goals. FREE GUIDE | 10 […]

29
SEP
2023
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Capital Gains vs Dividends: What’s the Difference? | Financial Tip

Pure’s Senior Financial Planner, Richard Alexander, CFP®, AIF®, explains the difference between capital gains and dividends. Capital gains are profits from selling investments at a higher price, while dividends are income paid out by corporations to stockholders. FREE GUIDE | 10 Tips for Real Estate Investors Transcript Capital Gains vs Dividends. Both are sources of […]

02
JUN
2023
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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
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  • 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
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  • Financial Planning
  • Investing
  • Risk Management

The Importance of Staying Invested Despite Market Volatility

During bull markets, it’s relatively easy to adhere to the philosophy of buying and holding for the long-term, but when markets get rattled, it can be difficult to stay the course while your portfolio falls in value. This has been the case recently, as fears around inflation, war, pandemics, central bank policy, and recessions have […]

27
JUN
2022
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Will Inflation Affect Your Finances in 2021? The Outlook for Inflation and What To Do About It

Today, people are worried that the impact of government stimulus and easy monetary policy will spur inflation once COVID-19 vaccinations allow the economy to reopen. Additionally, trade disagreements and a desire to move supply chains back home could undo some of the disinflationary benefits globalization and offshoring have produced. Will inflation affect your finances in […]

04
MAR
2021
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Stocks Gone Wild: Should You Join the Day Trading Craze?

The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility, thanks to users on the website Reddit. In this video, Brian Perry, CFP®, CFA®, Executive Vice President and Director […]

02
FEB
2021
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[SPECIAL] GameStop: Stocks Gone Wild! Should You Join the Day Trading Craze?

This week GameStop, AMC and Blackberry stocks went wild, with hedge funds shorting the stocks, and Redditors using the Robinhood investing app to put the squeeze on them – to the tune of billions of dollars. Is the stock market rigged? How do these investing plays affect you and your portfolio? Should you get in […]

29
JAN
2021
LISTEN NOW
SEASON 6, EPISODE 13

Financial Football: Get In the Game

Are you ready for financial football? Where are you in the game? First and goal in the 4th quarter with no timeouts? Wherever you are, you can get a game plan for a winning season. Financial professionals Joe Anderson and Alan Clopine give you the tools to put a successful game plan in place that […]

01
NOV
2020
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