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Is the Federal Reserve about to start cutting interest rates? Can the Magnificent Seven continue driving stock markets higher? Will domestic or international politics sink the markets? In this webinar, Pure Financial Advisors’ Executive Vice President and Chief Investment Officer, Brian Perry, CFP®, CFA, provides a master class on the state of the financial markets, […]
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
Where can I purchase bonds? Is it ever too late to do a Roth conversion? Is a recession still coming? Pure’s Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets and an outlook for 2024 and beyond. Outline 00:00 – Intro 00:45 – The Economy […]
Asset location strategies, liquidity, and building up tax-free Roth IRA money when retiring early, how growth is taxed in taxable accounts, the pros and cons of rolling an employer retirement plan into a traditional IRA, how stock futures are determined and why stock price matters, and buying 8-week treasuries. And, if you’re planning to make a killing on eBay or at your next garage sale, the fellas get into the weeds on how to maximize your tax savings.
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Question: I’m deciding whether to buy a condo and have my son as a renter (so it cash flows) or just putting the money in the stock market. Which investment generally gets a better rate of return just from a numbers standpoint? Greg, Del Mar Watch the full episode, Stress-Test Your Retirement Plan Make sure to […]
Question: I’m concerned the market is overvalued and I want to sell my highest-valued tech stocks now. I’m not retiring for another 3 or 4 years. Do I reinvest in stocks when the prices come down or invest in something less risky now? Laura, Mira Mesa Watch the full episode, Stress-Test Your Retirement Plan Make sure […]
Today, people are worried that the impact of government stimulus and easy monetary policy will spur inflation once COVID-19 vaccinations allow the economy to reopen. Additionally, trade disagreements and a desire to move supply chains back home could undo some of the disinflationary benefits globalization and offshoring have produced. Will inflation affect your finances in […]
The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility, thanks to users on the website Reddit. In this video, Brian Perry, CFP®, CFA®, Executive Vice President and Director […]
This week GameStop, AMC and Blackberry stocks went wild, with hedge funds shorting the stocks, and Redditors using the Robinhood investing app to put the squeeze on them – to the tune of billions of dollars. Is the stock market rigged? How do these investing plays affect you and your portfolio? Should you get in […]
Joe and Big Al spitball considerations for a few listener retirement plans, including investing in brokerage and Roth instead of pre-tax, getting tax diversification, taking the pension lump sum or annuity, paying for college education, and calculating a “retirement number” to put your savings on autopilot. Plus, what life insurance “investment” has a purported “guaranteed” […]
According to Dr. Chris Thornberg of Beacon Economics, the US economy and real estate market are currently extremely healthy, so we should appreciate it and focus now on fixing the retirement crisis we’re facing in 10-15 years. Plus, Joe and Big Al answer your money questions: Why is owning a home considered “profitable”? Is it […]
Stock market volatility is normal, but for many investors, a dive in the market can create panic and lead to them to selling off their investments at the worst time possible. Overreacting to a volatile market can wipe out the increases they’ve made in their retirement funds. Financial professionals Joe Anderson and Alan Clopine explain […]