How to Capitalize on the Goldilocks Economy in 2018

Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017’s global Goldilocks economy. Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s … Read more

Guest:  Brian Perry Brian Perry

Podcast #149
What are stocks and bonds?

What exactly are stocks and bonds?

Let’s get back to the basics. Stocks and bonds are both instruments used by companies to raise capital. But what exactly does that mean and how are stocks and bonds different? Nathan Ritchison, CFP® walks you through the differences between stocks and bonds and the risk factors of both.

“Sometimes in my client meetings I get questions about or … Read more

Nathaniel RitchisonNathaniel Ritchison
why invest in bonds

Should I Invest in Bonds?

In an era of low-interest rates, I’m often asked: “Why would anyone own bonds?” Fear of owning bonds continues to remain prevalent as headlines scare people into thinking we’re in a so-called “bond bubble.” Yes, bonds may provide lower expected returns than equities, but they still have an important function in your portfolio. Here are 4 reasons why bonds still … Read more

Brian PerryBrian Perry