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Should You Still Diversify?

If you looked at your statements late last year, you know that 2022 was tough for investors. The stock market, as measured by the S&P 500, declined nearly 20%. S&P 500 – 12 Months (as of 1/24/2023) However, what made 2022 an unusual year was that even as stocks were falling, there was almost no […]

25
JAN
2023
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Diversification Vs. Fees: What’s More Important for Retirement Investing?

Is it better to choose low-cost index funds or to diversify investments, even if it means paying higher fees? What causes mutual fund price fluctuation? Are mid-cap funds necessary in a balanced portfolio? Joe and Big Al also talk about real estate funds vs. real estate investment trusts (REITs), and annuities vs. bonds in a retirement portfolio. Finally, we revisit some investing strategy questions from earlier in the year that are still relevant in today’s volatile markets, on moving to cash in tough times, analyzing your asset allocation, and rebalancing your retirement portfolio. 

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27
DEC
2022
LISTEN NOW
SEASON 7, EPISODE 13

Does Your Retirement Portfolio Reflect You?

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 […]

28
NOV
2021
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Portfolio Tracker: How to Manage Your Assets at Any Age

As your life and your goals change, so will your portfolio. From your asset allocation to how much cash you have stashed away, there are guidelines to help make sure your portfolio is optimized wherever you are in life. Understanding the basics of portfolio management can help make sure you’re maximizing the potential of your […]

17
NOV
2021
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SEASON 6, EPISODE 16

Protecting Your Retirement Income

If you are approaching retirement or you are already there, it is critical to think about protecting your savings to make sure you have enough income throughout your retirement years. Financial professionals Joe Anderson and Alan Clopine guide you through ways to protect your savings and help you enjoy your retirement without worrying about money. […]

27
DEC
2020
WATCH NOW
SEASON 6, EPISODE 14

Stress-Test Your Retirement Plan

Do you know how to measure the strength of your retirement plan to see if it could weather the storm if there is a downturn in the economy? Financial professionals Joe Anderson and Alan Clopine show you how to stress-test your portfolio and give you ways to regain your financial fitness if your plan doesn’t […]

08
NOV
2020
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  • Financial Planning
  • Investing

Decision 2020: Part 5: How to Build an Election-Proof Portfolio

Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any […]

29
OCT
2020
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SEASON 6, EPISODE 11

Portfolio With a Purpose: The Megatrend of Conscientious Investing

Large monetary returns are not the only thing some investors are looking for when they invest in the stock market. Some are looking to drive more money into companies that are environmentally friendly or that are working to have a positive social impact. The megatrend of developing portfolios with a purpose is given a range […]

18
OCT
2020
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What Are the Benefits of Portfolio Rebalancing?

Kyle Stacey, CFP® explains what it means to rebalance your investment portfolio and how portfolio rebalancing benefits your overall financial standing in the long run. Transcript: So today’s topic, I wanted to talk about portfolio rebalancing as well as how that affects your portfolio and how to keep the integrity of your portfolio. So when […]

18
JUL
2019
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How Many Stocks Should I Have in My Portfolio?

Pure Financial Advisors’ Robert Canavan, CFP® explains the rationale behind deciding how many stocks you should own in your investment portfolio. As with so many financial questions, “it depends.” Transcript: Today, I’m going to answer an age-old question has dogged investors for decades. How many stocks should I have in my portfolio? The truth is, […]

05
APR
2019
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Top 5 Portfolio Management Techniques

In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals.   Important Points: (00:50) […]

24
DEC
2018
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Whether you’re nearing retirement, in retirement, had a life-altering event or need investment advice, Pure Financial’s fee-only fiduciary financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals.

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