2018 Third Quarter Market Review

In this webinar, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the third quarter of 2018.

  • Market Summary
  • World Asset Classes
  • US Stocks
  • Select Country Performance
  • Fixed Income Returns
  • Federal Funds Rate Expectations
  • Long-Run Bond Returns
  • U.S. & International Equities at Inflection Points
  • Forward Price-to-Earnings Ratio and Subsequent 5-Year Annualized
Read more
Brian PerryBrian Perry
2018 Q2 Market Review

2018 Second Quarter Market Review

In the above webinar, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the second quarter of 2018.

– Market Summary
– World Stock Market Performance
– World Asset Classes
– US Stocks
– International Developed Stocks
– Emerging Markets
– Country Performance
– Commodities
– US Treasury Yield Curve
Read more

Brian PerryBrian Perry

Are More Trump Tax Cuts and Big 401(k) & IRA Changes On the Way?

ANDI’S PODCAST SURVEY (has now ended!) On Friday, August 17th, 2018, we’re giving away a $100 Amazon gift card! To enter for your chance to win, take my 5-minute survey and let me know what you think about the Your Money, Your Wealth® podcast. What financial topics matter most to you? What are your favorite parts of the podcast? What Read more

Guest:  Meb Faber Meb Faber

Podcast #181
2017 Year in Review

2017 Year in Review

Brian Perry, CFP® recaps the global economic markets in 2017.

2017 Year in Review Summary:

• President Donald Trump gave us a “Goldilocks” economy
• International developed markets
• International emerging markets
• Countries that outperformed the US
• Large vs. small performance
• Value vs. growth
• Stocks and bonds… Read more

Brian PerryBrian Perry

2017 Second Quarter Market Review

In this short market recap, Joe Anderson, CFP® gives a quick snapshot of the market during the second quarter of 2017.

Quarterly Market Review: Q2 2017

  • Market Summary
  • World Stock Market Performance
  • World Asset Classes
  • US Stocks
  • International Developed Stocks
  • Emerging Markets
  • Country Performance
  • Real Estate Investment Trusts (REIT)
  • Commodities
  • Fixed Income
  • Global Diversification

 … Read more

Joe AndersonJoseph Anderson

Top 10 Tax Saving Strategies

The top 10 tax saving strategies of the last 25 years. From tax loss harvesting to 529 education savings plans. From LLCs vs. S-Corps to asset location (that is, what type of assets you put in what type of accounts). From charitable giving to estate tax planning, and then some. Also, an overview of what happened in the market in … Read more

Podcast #123
Q3 Market thoughts

Q3 Market Thoughts 2017

Geopolitical Risks Take Center Stage


News headlines over the past twelve months have been dominated by a litany of potential disasters:

  • Brexit!
  • Catalonia!
  • Russia!
  • North Korea!

Yet, despite these looming dangers, markets have soared and investors that stayed the course have been handsomely rewarded. Going forward, North Korea remains an obvious danger zone, and the consequences of war on the … Read more

Brian PerryBrian Perry