Introducing the Personal Capital First-Time Home Buyer’s Guide
June 4, 2018
Buying a home used to be an integral part of the “American Dream.” Even though it may not always be the most central focus of realizing that dream any more, many…
Get to Know Your Advisors: What Are You Looking Forward to in Retirement?
August 15, 2018
Retirement is top-of-mind for many of us, and can be a major cause of stress and worry: will I run out of money? Have I done enough? But what are you looking forward to in retirement?…
9 Things You Need to Know About Creating a Will
August 13, 2018
August is National Make-a-Will Month. To honor this pillar of estate planning, Personal Capital will be releasing a series of articles to help you navigate the basics of creating a will. To…
Weekly Market Digest: Musk Considers Taking Tesla Private
August 10, 2018
CEO Elon Musk made headlines on Tuesday for tweeting that he was considering taking Tesla private. A sell-off on Friday wiped out gains for the week and left US stocks modestly lower for…
Retirement Plans for the Self-Employed
August 8, 2018
Participating in an employer-sponsored retirement plan is one of the best ways to save for retirement – especially if they match your contributions. But what about for those who are…
Capital Markets Review & Commentary: Earnings Growth Trumps Trade Conflict
August 6, 2018
Exceptional earnings growth trumped ongoing trade conflict, propelling stocks higher for July. With 80% of companies reporting, Q2 S&P 500 earnings growth is trending toward 24%, according…
Have You Designated a Trustee for Your Estate?
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy or elderly have to worry about. But it’s never too early to start…
Weekly Market Digest: Apple Becomes the First $1 Trillion Company
August 3, 2018
Once again, US stocks rose and International stocks fell. This was driven in part by strong US earnings and in part by increased selling pressure on emerging markets stocks when trade war…
While-You-Wait Investing: Traditional IRA vs. Roth IRA
July 30, 2018
It’s a common question: what are the differences between a traditional IRA vs. a Roth IRA? IRAs come in two basic flavors: traditional and Roth. Traditional IRAs defer your…
Weekly Market Digest: Facebook Stock Plummets, Trade War Fears Ease Slightly
July 27, 2018
News of strong US Gross Domestic Product growth this week provided positive sentiment on the US Economy. Trade war fears also eased slightly on the back end of President Trump’s meeting…
Ask an Expert: Is Buying a Home a Good Investment? (VIDEO)
July 25, 2018
It’s a question we get all the time: is buying a home a good investment? A primary home can be a wonderful investment, especially if you enjoy living in it. Over the…
ETFs vs. Mutual Funds: What’s the Difference?
July 23, 2018
When constructing an investment portfolio, you’ll probably include a variety of stocks and bonds among the securities you purchase. Stocks and bonds can be purchased individually or as…
Weekly Market Digest: Fed Chairman Powell’s Testimony Met with Enthusiasm From Investors
July 20, 2018
There was certainly no shortage of headlines this week, driving what appeared to be an investor tug-of-war between news from the Fed and escalating trade war rhetoric. A mostly upbeat…
Q2 2018 Market Recap: Trade War Talk Casts a Shadow on Strong Earnings Growth
July 18, 2018
For Q2, US stocks were up 3.9% (VTI) and international stocks were down 3.5% (VEU). US bonds were roughly flat as the Fed marched forward with its plan to slowly raise interest rates and…
