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
How to Apply for Social Security

How to Apply for Social Security

Are you preparing to apply for your Social Security benefits? Follow along in this step-by-step walkthrough of how to apply for Social Security and when the best time is to do so.

There are several different ways to apply and don’t forget about applying for retirement, spousal, and Medicare benefits as well. Learn all the information you need to set … Read more

Jason Thomas
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
investing 101

Investing 101 [Webcast]

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 decisions with your investments.… Read more

Jason Thomas
Asset Location

Asset Location: Where to Hold Your Assets Based on Tax Efficiency

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 in this account are after-tax.… Read more

Jason Thomas

How to Save for College

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)
– Uniform Gifts to … Read more

Jason Thomas
applying for medicare

Understanding Medicare: Video Series

If you or someone you know is turning 65, it’s time to start thinking about Medicare. Learn how to navigate through the Medicare maze so you can choose the right plan for you, at the right cost.

Included in the Series

  • Bridging the Gap to Medicare
  • Understanding Medicare: The Basics
  • 11 Common Medicare Mistakes to Avoid
Read more
Jason Thomas

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

The Pure Difference

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 invite you to experience … Read more