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…
PITI Ratio Calculator
June 18, 2018
One of the most important considerations related to purchasing a home is “PITI”, which is the monthly sum of what makes up your mortgage payment:…
Weekly Market Digest: The Fed Raises Interest Rates
June 14, 2018
Equities largely ignored any risk tied to President Trump’s summit in Singapore. Equities rose Monday in anticipation of the meeting and again on Tuesday. There was a brief selloff…
PITI & The 28% Rule
June 13, 2018
Perhaps the most important question to ask yourself when it comes to buying your home is: how does this purchase fit into my…
Quiz: Which Type of Home Ownership is Right for You?
June 11, 2018
Did you know there are many different ways you can own your home? The most common ways include owning the home yourself, with other people (joint ownership or tenants-in-common, also…
Weekly Market Digest: Tech Sector Sees Strong Gains
June 8, 2018
While financial media was focused on the G-7 talks and other geopolitical issues, stocks continued their march higher. Interest rates were up only modestly, but Financials (seen as…
Capital Markets Review & Commentary
With a sizzling earnings season wrapped up, investor focus in May shifted to a myriad of geopolitical issues. An overall theme was change and inconsistency. With China, threats of tariffs…
Home Buying: Is It a Buyer’s or a Seller’s Market (Video)
June 7, 2018
When it comes to home buying, is it a buyer’s or a seller’s market? We hit the streets to see what the average American thinks. Do you agree with their responses? Let us know…
How Buying a Home Affects Your Portfolio
June 6, 2018
A primary home can be a wonderful investment, especially if you enjoy living in it. However, it’s good to keep in mind that real estate historically appreciates at…
Weekly Market Digest: Italian Bonds in Crisis
June 1, 2018
Ebbs and flows in trade talks, Italian populism, and the North Korea summit paired with a strong jobs report left stocks modestly higher after a volatile week. With multiple geopolitical…
How Do ESG Ratings Agencies Work – And Why Should You Care?
May 31, 2018
If you are a socially-conscious investor, you may wonder who determines which companies are deemed “socially…
5 Reasons Personal Capital is Not a Robo-Advisor (Video)
May 30, 2018
Personal Capital is often referred to as a “Robo-Advisor” in the media. However, that is just not the case! Today’s investor has more options than ever when it comes to…
Have You Designated a Trustee for Your Estate?
May 29, 2018
When people hear the term “estate planning,” many just tune out, assuming it’s something only the hyper-wealthy…
