ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian has been actively involved in the financial markets for more than 20 years and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals. Prior to [...]

ABOUT HOSTS

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 [...]

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 [...]

When the markets have large swings – up and down – investors often make mistakes that can jeopardize their entire retirement plan. Financial professionals Joe Anderson and Alan Clopine provide a long-term view of how the markets respond in good and bad times. They also give you the tools you need to take the emotion out of investing during the COVID-19 pandemic or anytime the markets are volatile to make the most of your investment portfolio.

2020 Tax Planning Guide

Important Points:
(00:43) – COVID-19 Impact

(01:06) – Volatile Markets – Subsequent 5-Year Return

(02:04) – Investing in Volatile Markets

  • Controlling Your Emotions
  • Managing Risk
  • Don’t Forget Tax Opportunities
  • Investment Moves to Make Today

(02:50) – Controlling Your Emotions – Downside of Fear and Greed

(07:40) – Rebalancing Your Portfolio

(09:54) – Investment Moves to Make Now – COVID-19 Impact

(17:04) – Saving a Million Dollars

(18:14) – Investment Moves to Make Now for the Long-Term (in the COVID-19 Economy)

(18:54) – Tax Loss Harvesting

(20:41) – Ask the Experts

(23:58) – Pure Takeaway: Investing in Volatile Markets

  • Importance of Controlling Your Emotions
  • Rebalancing to Control Portfolio Risk
  • Tax Loss Harvesting Decreases Taxes
  • Market Moves to Make Now

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