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…
How Cash Can Negatively Impact Your Portfolio
June 22, 2017
There’s a common saying that cash is king – but this isn’t necessarily true when it comes to your portfolio and long-term financial goals. People tend to like cash because it can feel…
Guide: Buying a Vacation Home
June 7, 2017
Do you dream of escaping it all to your very own luxury cabin in the mountains? Or maybe your ideal escape is a beach-side bungalow overlooking the ocean. Regardless of what your idea…
Is P2P Lending a Good Way to Make Money During Retirement?
June 20, 2017
Peer-to-peer lending (also known as P2P lending) has gone from a hot fintech trend a few years ago to a popular and legitimate way for investors to earn a stream of income today. As…
Market Recap – Fed Hikes Rates; Amazon Buys Whole Foods
June 16, 2017
Market Digest – Week Ending 06/09/2017 Stocks, bonds and currencies were choppy, but finished the week little changed. As expected, the Fed raised the short-term interest rate target by…
6 Financial Questions to Ask Your Dad on Father’s Day
It’s Father’s Day, which is a special day to celebrate the special men in your life. Whether you are a father, have a father, or may be a father, it’s a good time to ask some…
Guide: Financing a Vacation Home
June 13, 2017
Last week, we explored some factors to think about if you’re considering buying a vacation home. Now, let’s look at determining whether the numbers make sense for this type of lifestyle…
Going Beyond the Fiduciary Rule to Protect Investors
June 12, 2017
The Department of Labor’s Fiduciary Rule went into effect – at least partially – on Friday. Like many things in Washington, the Fiduciary Rule is a complicated name for a very simple…
Market Recap – The Impact of “Super Thursday”
June 9, 2017
Market Digest – Week Ending 06/09/2017 Stocks were down modestly in a relatively quiet week – until a string of events all occurred simultaneously in what the media dubbed “Super…
Values-Based Investing: Put Your Money Where Your Mouth Is
June 8, 2017
Most likely, you’ve heard the phrase “put your money where your mouth is.” This idiom refers to turning talk into actions that support your opinion or stance. For example, you could…
Luis A. Aguilar Joins Personal Capital’s Board of Advisors
June 6, 2017
Today we’re excited to announce the addition of former commissioner of the Securities and Exchange Commission and advocate for investors small and large Luis A. Aguilar to Personal…
Market Recap – Is an Uber IPO on the Horizon?
June 2, 2017
Market Digest – Week Ending 06/02/2017 Following the holiday weekend, U.S. and international stocks were relatively flat amidst myriad political news and economic data points. Equities…
How to Build & Sustain the Retirement Lifestyle You Want
May 31, 2017
So, you’ve built an investment portfolio over the last two to three decades and you’re headed for retirement. Now what? Some investors think they should raise their hands in victory,…
