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Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement needs? What’s a good mix of domestic and international stocks? Is it crazy to have a 90/10 allocation of equities to fixed income in a $10 million portfolio? Should Dad’s portfolio be rebalanced from 90% stocks to 60% stocks and 40% bonds? Can pension and Social Security be counted as your bond allocation? Plus, legacy tax planning: how can you avoid confiscatory estate taxes?
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Buying and selling real estate, whether investment property or your primary residence: how do you estimate net investment income tax when selling your house? Is the all-in-one mortgage a temporary solution when buying a new home before selling your current home? How do prop 13 and prop 19 factor into buying property in California with your kids? Should you pay down your mortgage or save for retirement? Plus, what’s the best way to pay credit card debt? Do corporations really pay no taxes? Can you contribute to both Roth IRA and Roth 401(k)?
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Has a perfect storm of high demand and low supply due to COVID-19 caused inflation to spike? David Cook, CFP®, senior financial planner, takes a look at the inflationary factors in play and strategies to weather the storm. Download the free guide to Inflation and the Markets: Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • […]
Has the financial media got you concerned about inflation? In this video, Pure’s Director of Research and Executive Vice President, Brian Perry, CFP®, CFA, provides his take on whether inflation is a problem right now, whether it’s transitory, and how to ensure your investment portfolio is properly prepared. Cost of living increase since WWII Inflation […]
As a first-time homebuyer, I can use up to $10,000 from my IRA to buy a home without incurring an early withdrawal penalty. True or false? Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips […]
Question: My wife and I disagree about leaving money to one of our children. I’m older than my wife so she will likely outlive me. Is there anything that I can do to keep my son from inheriting any of my money? – Anonymous, Carlsbad Watch the full episode, Cracking the Code – Succeeding Financially […]
Financial strategies for retirement planning in your 50’s. Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
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 […]
Financial strategies for retirement planning in your 40’s. Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
Financial strategies for retirement planning in your 30’s. Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
Financial strategies for retirement planning in your 20’s. Watch the full episode, Cracking the Code – Succeeding Financially at Every Age Download the companion guide: Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
When you think of retirement do you just dismiss the thought because it seems like a lifetime away? Have you considered that in each decade of life, the financial decisions you make will affect not only today and tomorrow but also your future golden years? Do you know what you should be concentrating on whether […]
The importance of rebalancing and monitoring your portfolio. Watch the full episode, The Power of Financial Planning Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
How to fill asset classes in your portfolio. Watch the full episode, The Power of Financial Planning Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
How to allocate your portfolio in order to achieve your required rate of return with the least amount of risk. Watch the full episode, The Power of Financial Planning Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”
