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Election years can be stressful, as shifts in political leadership have the potential to impact our future. It’s natural to feel anxious or uncertain during these times. To help navigate this, Pure’s Senior Financial Advisor, Amy Cattelino CFP®, AIF® analyzes historical market trends during election cycles to better understand how to prepare and make informed […]
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 […]
Should you dramatically change your investment strategy because of the upcoming elections? Pure’s Senior Financial Advisor, Robert Canavan, CFP®, AIF® rationalizes that the markets are non-partisan, and it’s wiser to stay focused on a long-term financial plan rather than reacting to short-term political events. Markets are more likely to be driven by: Corporate earnings Interest […]
The stock market adage “Sell in May and go away” is based on the observation that the best-performing six-month rolling period historically occurs from November through April. During this time, average returns tend to outpace the subsequent six months (May to October). Investors are advised to sell their holdings in May, move into cash, and […]
While driving in your car and listening to the radio, it’s common to hear something like: “The Dow was up 500 points today, while the S&P was up 2%.” The commentators are talking about the daily performance of stock market indexes. These indexes represent a hypothetical portfolio of investment holdings, capturing a specific segment of […]
Is the Federal Reserve about to start cutting interest rates? Can the Magnificent Seven continue driving stock markets higher? Will domestic or international politics sink the markets? In this webinar, Pure Financial Advisors’ Executive Vice President and Chief Investment Officer, Brian Perry, CFP®, CFA, provides a master class on the state of the financial markets, […]
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). […]
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
Where can I purchase bonds? Is it ever too late to do a Roth conversion? Is a recession still coming? Pure’s Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets and an outlook for 2024 and beyond. Outline 00:00 – Intro 00:45 – The Economy […]
During the second half of 2022, worries about a potential economic slowdown grew. Those fears seemed to dissipate as the calendar flipped to 2023, but they’ve recently begun percolating again. On April 11th, the International Monetary Fund (IMF) released a new forecast1 for short and intermediate term global economic growth, which included some of the […]
“Inflation is raging. There might be a recession. Markets are volatile. An election is on the horizon. Several banks have failed. We might hit the debt ceiling. Russia is still invading Ukraine. China might invade Taiwan.” The list goes on and on, a litany of troubling headlines. It’s enough to keep you up at night. […]
Asset location strategies, liquidity, and building up tax-free Roth IRA money when retiring early, how growth is taxed in taxable accounts, the pros and cons of rolling an employer retirement plan into a traditional IRA, how stock futures are determined and why stock price matters, and buying 8-week treasuries. And, if you’re planning to make a killing on eBay or at your next garage sale, the fellas get into the weeds on how to maximize your tax savings.
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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 […]
Question: I’m deciding whether to buy a condo and have my son as a renter (so it cash flows) or just putting the money in the stock market. Which investment generally gets a better rate of return just from a numbers standpoint? Greg, Del Mar Watch the full episode, Stress-Test Your Retirement Plan Make sure to […]
Question: I’m concerned the market is overvalued and I want to sell my highest-valued tech stocks now. I’m not retiring for another 3 or 4 years. Do I reinvest in stocks when the prices come down or invest in something less risky now? Laura, Mira Mesa Watch the full episode, Stress-Test Your Retirement Plan Make sure […]
