How to Be Financially Alert and on FIRE at Age 36, Even With Market Volatility

Michael from FinanciallyAlert.com reached FIRE at age 36 (that’s Financial Independence / Retire Early). He shares his inspiring success story of how being financially alert allowed him to transition from small business entrepreneur to stay-at-home Dad and FIRE blogger with a growing net worth of over $2M – and how he can coach you to FIRE too. Plus, market Read more

Guest:  Michael from FinanciallyAlert.com Your Money, Your Wealth guest Michael Hall

Podcast #164

The Difference Between Bonds vs Stocks vs Mutual Funds

What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains.

Learn More About Different Types of Investments and Investment Vehicles

Transcript

So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks … Read more

Brian PerryBrian Perry
Bonds When Interest Rates Rise

What Happens to My Bonds When Interest Rates Rise?

With interest rate hikes and indications that there will be further increases in 2018, we’ve been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® answers the question, “what will happen to my bond portfolio when interest rates rise?”

Learn More About the Recent Read more

Brian PerryBrian Perry

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.

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

Nathaniel RitchisonNathaniel Ritchison