Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison, was recently featured in the cover story of Advisor Solutions, a TD Ameritrade Institutional magazine designed to deliver business-building ideas to financial advisors. The story covers the roots of Pure Financial and what gives the company a comparative advantage against its competitors. Fenison attributes the...
By: Guest Columnist Skip Schweiss, RIA Biz July 21, 2017 Six years ago, Tiburon Strategic Advisors’ Chip Roame and TD Ameritrade’s, Skip Schweiss turned a bucket-list hike up and down Mount Whitney into a group outing comprising some of the investment services industry’s hardiest souls. Following their successful 22-mile, 6,200 vertical-foot “hike” they all agreed it was so much fun they should do...
Envestnet | Tamarac Deepens Integration with TD Ameritrade Institutional’s Veo® Platform Tamarac Advisor® Xi Suite Adds Straight-Through Processing of Trades directly from its trading application, Advisor Rebalancing® January 19, 2017 Pure Financial Advisor’s Director of Trading, Benjamin Littman was recently quoted in an Envestnet | Tamarac press release covering the enhancements made to the level of integration...
Retirement Planning for the Self-Employed January 23, 2017 Investopedia recently covered an article on retirement savings options for self-employed workers, including the solo 401(k), SEP IRA and SIMPLE IRA. President of Pure Financial Advisors, Joe Anderson contributed to the section on the SEP IRA (Simplified Employee Pension), which you can open at just about any bank […]
4 Financial Fears About Retirement, And How to Overcome Them President of Pure Financial Advisors Inc., Joe Anderson was recently featured in a U.S. News & World Report online article regarding how to overcome common financial fears about retirement. Joe provides insight for three of the four financial fears covered in the article – running out of money, Social Security cuts and […]
Pay the Lowest Possible Taxes on Retirement Assets Investopedia recently quoted President of Pure Financial Advisors, Inc., Joseph Anderson in an article about saving taxes on retirement assets. The article is broken down by different suggestions for keeping the tax man at bay when filing your return. These suggestions include taking distributions now, thinking locally, considering when […]
Robo-Advising Advances, But Human Role Still Part of the Equation Founder and CEO of Pure Financial Advisors, Inc., Michael Fenison was recently featured in an article covering the expansion of technology in the financial services industry by the San Diego Business Journal. The story highlights the rapid movement towards robo-advisors and digital platforms, illustrating how advisors are reacting […]
Pure Financial is proud to sponsor this year’s AM 760 KMFB’s Warrior Foundation Radiothon. Over $350,000 has been raised so far to help send our military heroes home for the holidays. The radiothon ran on December 2 but is still accepting donations. The AM 760 KFMB Warrior Foundation Radiothon is a LIVE, 12-hour on-air event dedicated to raising money […]
When It’s Time to Stop Saving for Retirement President of Pure Financial Advisors, Joe Anderson was recently featured by Investopedia in an article covering retirement spending versus saving. The article centers on a surprising issue – retirees are stuck in the habit of saving when they should actually be spending their hard-earned dollars on enjoying […]
Alan Clopine, Co-CEO and CFO of Pure Financial Advisors, was recently featured in a Financial Planning article which recounted 10 advisors’ stories of clients who reached a little too far for a tax loophole. “Big Al” shares a story about a client who tried to deduct her concert tickets & travel expenses. Source: financial-planning.com, February 2, […]
June 18, 2015 – Pure Financial Advisors, Inc. is pleased to announce that it has been named to the Financial Times’ 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the nation. This is the second annual FT 300 list, (Pure Financial also made last year’s list) produced independently by the […]
Forbes created a summer reading list asking financial experts to share personal finance books that will change your life. Our very own Joe Anderson, President of Pure Financial, was asked to share his favorite book on investing and explain why his favorite is unique among the thousands of other personal finance books. Anderson recommends A Random Walk […]
Forced to Quit Working – Clients Turn to Advisors for Help By: Karen Demasters, Financial Advisor Magazine August 20, 2014 Joe Anderson, CFP® and President of Pure Financial Advisors shares Social Security strategies when forced into an early retirement in Financial Advisor Magazine’s article “Forced to Quit Working — Clients Turn to Advisors for Help.” […]
Michael Fenison Thought He’d Retire. Instead He Created a New Model for Planning with a Major Focus on the Mass Affluent. Learn the story behind Pure Financial by reading the cover feature in Financial Advisor Magazine’s August edition. In the featured article, Michael Fenison, Founder and Co-CEO shares how Pure Financial Advisors, Inc. came about, explaining his vision […]
Large Tax Bills Force Advisers to Sell Bonds, Stocks By: Daisy Maxey, Wall Street Journal March 27, 2014 Alan Clopine, CFO & Director of Tax Planning for Pure Financial Advisors, shares strategies for dealing with a high tax bill in Wall Street Journal’s article. Alan Clopine, chief financial officer and director of tax planning at […]
Lunch n’ Learn
Join us for a one-hour lunch n’ learn with a well-versed financial planner as we discuss the current state of the economy, the new tax reform, how to reduce taxes in retirement, and appropriate investment strategies for volatile markets. You can expect to feel confident in your long-term goals and retirement plans after attending a lunch n’ learn and your financial planning questions will be answered.