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...
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...
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...
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.
Do you ever wonder where to invest your money? Or how about where to locate your investments based on expected return and how that investment is taxed? All these details can make a huge impact on your net after-tax returns. In this webcast, Jason Thomas goes over general investment strategies to help you make informed […]
There are three types of account where you can hold your assets. Determining which accounts you place certain assets, based on tax-efficiency and expected return, can have a significant impact on your after-tax net returns. Taxable accounts, such as your individual accounts and trust, are taxed at the capital gains tax rate when distributed. Deposits […]
College costs are a challenge for parents and students alike. There are several different college savings vehicles to help pay for college tuition. Walk through the various saving options and learn the pro and cons of each. Ways to Save for College: – Pre-Paid Tuition Plans – 529 College Savings Plan – Education Savings Account (ESA) – […]
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
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.