ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the Executive Chairman of Pure Financial Advisors, LLC (Pure). He has been an executive leader of the Company for over a decade, including CFO, CEO, and Chairman. Alan joined the firm in 2008, about one year after it was established. In his tenure at Pure, the firm has grown from approximately $50 [...]

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.