Kathryn Bowie, Director of Education at Pure Financial Advisors welcomes you to our September newsletter featuring current topics, company profiles and retirement tips. This month we’ll focus on college funding plans and investing in a global market.
Leading us off is Brian Wolff with the ABCs of College Investing. Next in the Financial Tip, Robert Canavan explains why and how to invest in the global market.
Our free guide this month is 10 Steps to Improve Investing Success – it’s an amazing resource, download it now!
Next in Meet the Team, we have Matt Balderston, Senior Financial Planner from our San Diego headquarters. Matt adds value to his clients by utilizing the tax code to try and maximize the value of their assets, not just how much they grow but how much they keep.
Education is a main focus here at Pure please join us for our webinar, Investing 101 - just click on the link to sign up.
Be sure to catch our TV show, Your Money Your Wealth on YouTube and you can always listen to our podcast on the go.
Would you like to see if you're on track in reaching your retirement goals? Find out with a free financial assessment with a Pure financial advisor and get your questions answered. We’re a multi-billion registered investment advisor that charges no commissions, and we don't sell any products, we’re on your side of the table - that's the Pure difference.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.