Video: Personal Capital and the Fiduciary Standard
June 9, 2017
It’s big day for those who have kept their eyes on the Department of Labor’s Fiduciary Rule (which, to be honest, is the entire financial industry). After much back-and-forth…
Do I Have to Buy an Annuity?
August 17, 2017
If you could purchase a product that promised to give you a steady income for life and take the worry out of outliving your assets, would you jump at the chance? While it sounds like an…
Investors Skittish as Market Reaches New Highs & Abnormal Valuations
August 18, 2017
After a strong start to the week, US stocks fell sharply Thursday on the back of disappointing results from Wal-Mart and Cisco. Terror attacks in Spain and ongoing turmoil in the White…
Whole Life Insurance vs. Universal Life Insurance
August 15, 2017
If you find that permanent life insurance is a good product for you in context of your financial planning needs, there are many different types to choose from. Two of the most common types…
97 IPOs This Year So Far – What This Means for Start Ups
August 11, 2017
This week served as a reminder that stocks can also go down. While price moves may have felt dramatic given extremely low volatility trends, overall moves were fairly average by historical…
Term vs. Permanent Life Insurance
August 10, 2017
Life insurance can be complex and overwhelming, especially with the myriad insurance policies out there. It’s important to know the differences between them since each type has unique…
Life Insurance – How Much is Enough?
August 8, 2017
People need insurance for many different reasons. Adequate insurance coverage, or lack thereof, can have a huge impact on your financial life and long-term goals. One of the most common –…
Apple Services Generate Impressive $7.3B in Revenue
August 4, 2017
Corporate earnings were good enough to drive stocks higher yet again, though once more, volatility was extremely low and absolute moves were small. Apple’s results were the highlight….
Personal Capital’s Rapid Growth Attracts More Capital
August 1, 2017
After a period of tremendous growth at Personal Capital over the last year, we’re excited to announce today that our current investors and Series E investors IGM Financial have provided…
Retirement Goals by the Decade
July 28, 2017
U.S. stocks closed mixed on Friday but improved throughout the session, pushing the Dow Jones to a record close. Amazon shares fell 4.3% after the quarterly earnings report. The major…
Leveraging Credit Card Rewards for Your Dream Vacation
Vacations are great – and they’re better when they’re free. If you’ve been paying attention, then you know that there are a wealth of credit cards on the market – all enticing you to sign…
The Transfer of Wealth: 5 Financial Tips for Your Millennial
July 27, 2017
If you have raised – or are raising – a millennial, it is possible he or she will control significant financial assets. Is your millennial poised to manage a substantial level of assets…
Over a Month After the Fiduciary Rule’s Phase 1 Deadline
July 25, 2017
It’s been over a month since the June 9, 2017 deadline has passed for the Phase I implementation of the Department of Labor’s (DOL) Fiduciary Rule. According to a new survey taken in…
