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

Jason1tansparentJason Thomas
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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

Jason1tansparentJason 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
Jason1tansparentJason Thomas
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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
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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

q3

Third Quarter Market Review [Webcast]

Emerging markets and international developed stocks came out on top last quarter. In this short market recap, Joe Anderson, CFP® takes a look back at what happened in Q3.

  • Market Summary
  • World Market Performance
  • World Asset Classes
  • US Stocks
  • International Developed Stocks
  • Emerging Markets
  • Country Performance
  • Commodities
  • Fixed Income
  • Global Diversification
Read more
ltc

Long-Term Care Solutions [Webinar]

Understanding the various types of long-term care services and what those services may cost is critical as you consider your retirement approach. Join us for a free one-hour webinar to better understand the costs and benefits of long-term care.… Read more

Joe AndersonJoseph Anderson