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…
When Does a 529 Make Sense?
September 19, 2017
You went to Northwestern. Your partner went to Northwestern. Now, baby number one is here and they’re already geared up in a purple-and-white onesie. It’s a safe bet that baby number…
The Verdict on Apple’s Newest Releases
September 15, 2017
U.S. equities started the week strong as tensions surrounding Hurricane Irma and North Korea subsided, at least temporarily. The S&P 500 hit multiple record highs as the week progressed….
5 Tips on Saving for College and Retirement
September 14, 2017
College is expensive and today’s parents are learning they need to save early and often to cover the costs. As a result, many of them are faced with the challenge of saving for a…
When to Start Saving for College
September 12, 2017
Saving for your children’s education is a high priority for many people. With college costs continuing to rise faster than inflation, creating an education savings plan can be complex…
How Does the Equifax Breach Affect Me?
September 11, 2017
Earlier this week, news of a significant data breach at Equifax, Inc. broke, affecting an estimated 143 million U.S. consumers. While this is not the largest breach of recent times, it may…
Bill to Raise Debt Ceiling Surprisingly Passes
September 8, 2017
Devastating natural disasters and jitters over North Korea pushed the market down to start the week after the Labor Day holiday. Stocks tried, but were unable to recover fully over the…
How to Pay for Kids’ College
September 6, 2017
They’ve taken the SATs (three times). They’ve gone back and forth on what their major should be and what career path they want to take. They’ve dragged you along on campus visits. And…
Should I Have Long-Term Care Insurance?
September 5, 2017
Not to be confused with long-term disability insurance, long-term care coverage insures you against nursing and custodial costs in old age; policies will pay for the associated expenses….
Tax Reform Plan Details in Coming Weeks
September 1, 2017
A strong week helped keep the S&P 500’s monthly winning streak alive, although the red-hot NASDAQ had the first negative down month in recent memory. The devastation of Harvey and more…
Should I Have Disability Insurance?
August 31, 2017
Disability insurance covers your earned income in the event of a disability that prevents you from doing your job. If you are no longer able to earn an income, but still have spending…
Another Milestone for Personal Capital
August 30, 2017
Today we’re thrilled to announce that we now have $5 billion in assets under management (AUM) for our valued clients. We’ve never been in a better position to fulfill our mission to…
Do I Need Property Insurance?
August 29, 2017
Property and casualty insurance is an umbrella term that covers several different types of insurance. It refers to two different types of protection: property refers to protection of the…
