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2022: The Year in Review

At year-end 2021, the S&P 500 closed at an all-time high, with many stocks hitting never-before-seen market caps. Companies exhibited record earnings, and housing prices soared in many parts of the country. Inflation fears were muted, and investors were accustomed to an easy money Federal Reserve (Fed). However, as the calendar flipped to 2022, little […]

23
JAN
2023
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Inflation, Recessions, and Financial Markets | Q3 2022 Update and Outlook

Will the Fed get inflation under control? Is the economy headed into a recession? Will market volatility continue? Are there financial moves to consider making now? Pure Financial Advisors’ Chief Investment Officer and Executive Vice President, Brian Perry, CFP®, CFA® addresses all of these questions, and viewer questions, in this third quarter market review and […]

21
JUL
2022
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  • Financial Planning
  • Investing
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Q2 2022 Market Review

Financial markets remained volatile in the second quarter of 2022, while inflation reached four-decade highs and concerns grew that inflation fighting efforts might tip the economy into a recession. Regarding the possibility of a recession, some context is also in order. There is an old joke that goes like this: Q: What’s the difference between […]

30
JUN
2022
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Russia and the Markets | Pure Financial Market Update

Russia and Ukraine, stock market volatility… learn how the latest events and market moves impact you. What could be next for the economy? What investment opportunities are available? Are there financial moves to consider making now? Brian Perry, CFP®, CFA® serves as Executive Vice President and Chief Investment Officer at Pure Financial Advisors. Questions Answered: […]

23
MAR
2022
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2022 Market Outlook: What’s Next for the Financial Markets?

Brian Perry, CFP®, CFA®, Chief Investment Officer at Pure Financial Advisors, provides a forecast of what the financial markets might hold in 2022. What could be next for the economy? What investment opportunities are available to you during volatile times? Are there financial moves to consider making now? Find out in this webinar. An open […]

27
JAN
2022
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2021 End of Year Roundup | Financial Markets Update

Brian Perry, CFP®, CFA®, Pure Financial Advisors’ Executive Vice President and Director of Research, sums up the events that moved markets and shaped our lives in 2021: Inflation worries COVID variants Potential tax law changes Brian covers all these and more as he discusses what’s happened in markets and why. You’ll also learn more about […]

15
DEC
2021
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A Conversation on the Market Heading Into Year End | Q3 2021

Dominic Knauf, MBA, and Brian Perry, CFP®, CFA® share almost five decades of financial experience while they dissect the stock and bond markets, the outlook for inflation, and how to position your portfolio for success. Topics include: •    Whether higher inflation is here to stay •    How to ignore the hype and stay on track for financial […]

30
SEP
2021
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Inflation vs. Deflation: What’s Next for the Economy?

Inflation vs. Deflation: What’s next for the economy? What does the recent surge in COVID cases mean for markets? Is stock market volatility here to stay? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® answers those questions and more in this financial markets update webinar. Transcription What’s Next for the Economy […]

30
JUL
2021
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Mid-Year Financial Markets Update | Q2 2021

We’re halfway through 2021. Where do the financial markets stand? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® provides an update and analysis of which markets led the way in Q2, the outlook ahead for stocks and bonds, and how to navigate higher market valuations and rising inflation. Transcription Andi: Thank […]

19
JUL
2021
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Financial Markets Halftime Report | Q2 2021 Market Update

We’re halfway through 2021. Where do the financial markets stand? Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® provides an update and analysis of what rising inflation means for your investments, what’s next for markets as the Coronavirus recedes, and financial strategies for the rest of 2021. Transcription How to Look […]

24
JUN
2021
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How to Invest Using Strategies Based On Academic Research | Q1 2021 Financial Market Recap

Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® explains how to craft an investment strategy that takes the least amount of risk in working toward your financial goals and retirement goals. He explains the rationale for building globally diversified investment portfolios, informed by academic research, and provides a recap of the […]

03
MAY
2021
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Pure’s Investing Philosophy and Q1 2021 Financial Market Analysis

How does Pure Financial Advisors look at investing at a fundamental level? In this video, Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, gets back to the basics, explaining Pure’s investing philosophy and the rationale for building globally diversified investment portfolios, informed by academic research. Transcription Andi: Now, please welcome your […]

08
APR
2021
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Financial Markets Outlook: Stocks Post-COVID, Inflation and the New Administration

In this market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, looks at the outlook for stocks in a post-COVID world, the potential for inflation and what to do about it, and what the new Biden administration might mean for your finances. Download Brian’s slide presentation. The […]

04
MAR
2021
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2021: What’s Next for the Financial Markets?

Pure Financial Advisors’ Director of Research and Executive Vice President, Brian Perry, CFP®, CFA®, provides a 2020 market review and an outlook for 2021, then takes viewer questions. What’s next for the economy? – COVID-19 US confirmed cases and fatalities – High-frequency economic activity – Unemployment and wages – Economic growth and the composition of […]

01
FEB
2021
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The Election & Your Money: Tax Planning and Investing Strategies for 2021

The presidential election took place on November 3, 2020. What does this mean for your investment portfolio, and what 2021 tax planning strategies should you implement now? In this financial market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the 2020 election results, what to expect […]

13
NOV
2020
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