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…
Quiz: Test Your Retirement Knowledge
July 16, 2018
We are constantly being reminded that there is a retirement crisis in America — nearly two in five (37%) pre-retirees have no money saved for retirement.* But how much do you know…
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…
Weekly Market Digest: How Will Mid-Term Elections Impact the Market?
July 13, 2018
For a second straight week, stocks rose in the face of trade war escalation. In the week after enacting tariffs on $34 billion of Chinese goods, President Trump announced his intention to…
Gen X & The (Financial) Middle Child Syndrome
July 12, 2018
Generational divides have always existed. From our great-grandparents to our grandparents to our parents to our children, each generation is unique in their approach to their financial…
Capital Markets Review & Commentary
July 10, 2018
Trade talk dominated headlines in June. Generally speaking, escalation and new tariffs pushed markets down while conciliatory comments raised the tide. The overall outcome was asymmetric,…
How Does Your 401k Balance Compare to Other Americans?
July 9, 2018
59% of Americans have access to a 401k plan, making them one of the most popular ways to save for retirement. How much do you have saved in your 401k, and how do you stack up against…
Weekly Market Digest: Stocks Rise Despite Escalating Trade War
July 6, 2018
Despite rising stakes in the trade conflict with China, stocks still rose this week. The US enacted tariffs on $34 billion of Chinese goods and China retaliated immediately with duties on…
Is the Average American Woman Prepared for Retirement?
July 2, 2018
We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think…
International Stocks Take a Hit at the Close of the Second Quarter
June 29, 2018
Stocks finished lower as ongoing trade tensions weighed on investor sentiment. On Wednesday, President Trump said he would use national security rules to curb Chinese investment in US…
Introducing Confident Money: The Money Magazine Designed to Fuel Better Financial Lives
June 28, 2018
We all want to confidently navigate the journey of life, and in order to do that, we must continue to invest in the one instrument that stands the test of time — ourselves. Partnering with…
Reality Check: Social Security May Not Exist When You Retire
June 27, 2018
One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be…
The Average 401k Balance By Age
June 26, 2018
401ks are one of the most common investment vehicles that Americans use to save for retirement. For most of us, the 401k is an employer-sponsored plan that allows you to save for retirement…
Should I Have a Socially Responsible Investment Portfolio?
June 25, 2018
Change is in the air-you can almost feel it around you. Whether it’s the increasing awareness of the environment, disparities in the workplace, and other socially conscious…
