Recent Webinars
Newly updated for 2019: College costs are a challenge for parents and students alike. In this video, Senior Financial Planner Brian Sauter, CFP® walks through education savings plans that offer tax incentives and those that don’t, along with the rules, pros, and cons of each...
2019
In this 2019 Q3 market update, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the third quarter of 2019 and our current potential for a recession. – Quarterly Market Summary – Long-Term Market Summary –...
2019
In this 2019 Q2 market update, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of the market activity in the second quarter of 2019. – Quarterly Market Summary – S & P 500 Index Year-to-Date Performance – World Asset Classes...
2019
More Webinars
Newly updated for 2019: In this webinar, Peter Keller, CFP® walks through accessing and using the Financial Plan and Vault and Investment Performance features available to Pure Financial clients through PureFinancial.com.
In this webinar, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of what happened in the markets in the final quarter of 2018 and throughout 2018. Brian also provides a brief look at what 2019 may hold. – Quarter 4 2018 Market Summary – 2018 Annual Market Summary – US […]
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 […]
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 – […]
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
Erin Kathleen Jones, Director of Gift Planning for the Salvation Army and Alan Clopine, CPA explain bequests, charitable gift annuities, and charitable remainder trusts.
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
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes to avoid.
In this short market recap, Joe Anderson, CFP® gives a quick snapshot of the market during the first quarter of 2017. Quarterly Market Review: Q1 2017 Market Summary World Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Country Performance Commodities Fixed Income Global Diversification Subscribe to YouTube Channel
Significant changes have been made to Social Security policies in the last couple of years. Join Joe Anderson, CFP® for a webinar to learn how to craft your Social Security strategy in light of the recent changes.
Discover what sets Pure Financial Advisors, Inc. apart and get to know the Pure difference. We believe that one of the reasons for our success is that we made a large commitment to change the industry. We identified four major criticisms in the financial planning industry and strive to eliminate or reduce most of them. We […]
Find out how to make your home equity a retirement income source in this short webinar. Special guest, Professor Jamie Hopkins will provide home equity income solutions and then dive deeper into reverse mortgages.
