ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. He currently leads Pure Financial Advisors along with Michael Fenison and Joe Anderson. Alan joined the firm about one year after it was established. At that time the company had less than 100 clients and approximately $50 million of assets under management. As of [...]

Capital gains can be unwelcome words when you meet with your accountant at the end of the year. However, there are strategies you can use to help lower the amount of taxes you pay even when you cash in profitable stocks. Financial professionals Joe Anderson and Alan Clopine explain the benefits of tax gain harvesting and how it works with your taxable investments.

Click here to watch the full Money Saving Year-End Tax Strategies episode.