PUREfi Wealth

Time flies! Congrats to our team and Thank You to our clients and our partners for your continued trust and confidence. Many more great years ahead!

PUREfi Wealth is selectively inviting qualified advisors to join us as partners in a truly independent, employee-owned, and exclusively client-focused firm powered by Dynasty Financial Partners. 

Year-end is always a good time to review your estate plan. This year, it could be more important than ever, even if you believe that the 2017 Tax Cuts and Jobs Act (TCJA) exemption levels may be extended. #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #estateplanning #exemptionsunset #multigenerational

Enjoy friends and family, celebrate, and be grateful. Wishing all of our community a happy and healthful holiday!

Revisiting our June post on Direct Indexing as we head into the final stretch of what has thus far been a banner year for most major stock market indices, we are struck by our highlighting then of what we believe can be the benefits of a year-round vs a year-end tax loss harvesting strategy. "Many investors wait until the end of the calendar year to consider loss harvesting. But if investors wait until the end of each year, they may find no losses to harvest. Tax loss harvesting with individual securities, on the other hand, may provide more opportunities to take advantage of stock moves at different points throughout the year...while still delivering a portfolio return in line with the broad market." Indeed, as we sit nearly 6 months later, anyone looking to either rebalance or de-risk without incurring significant capital gains tax liability is challenged. Heading into 2025, our conviction around direct indexing both for its customization flexibility and potential tax efficiencies, as outlined in this piece, has only increased. 

Thank you to all who have served our country. We honor your sacrifice and dedication on this Veterans Day.

The Qualified Small Business Stock (QSBS) exclusion provides meaningful tax advantages to founders, investors, and employees in qualified early-stage startups and can significantly impact wealth creation, yet the benefits of QSBS are often misunderstood or overlooked due to their complexity. We break it down in "A Complete Guide to QSBS." Read more here: https://lnkd.in/dFUFKRWS #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #QSBS #tax #smallbusinesses #startups #wealth

Time flies! As we approach another year-end, we also approach the season for company executives and employees to receive new equity-based compensation grants and achieve vest and release in others. PUREfi Wealth shares some best practices for effectively managing accumulated wealth from equity-based compensation. #ria #independent #wealthmanagement #finance #financialadvisor #financialadvisors #independentadvisor #moneymanagement #stockmarket #investments #investmentmanagement #financialplanning

Once again, we are proud to have partnered with Dynasty Financial Partners as they continue to invest in enhancing their platform to enable independent firms like PUREfi Wealth to better serve our clients. Congrats!

At PUREfi Wealth, our advisors have decades of experience working with officers and executives of publicly traded companies. We know that understanding and planning around executive stock transactions can be complex and the stakes are high. Engage with our team to help you navigate the minefield. We invite you to download our guide that explores ten critical considerations for executives and directors contemplating trades in their company's stock. Download our guide to learn more: https://lnkd.in/enVPiZE4