ABOUT THE GUESTS

Brian Perry
ABOUT Brian

Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in the financial markets for more than 20 years. Prior [...]

ABOUT HOSTS

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson 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 153 out of 715 RIA’s nationwide by total assets under management by [...]

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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