How to Save for & Spend in Retirement
January 24, 2018
You are the CEO of your money – at the end of the day, managing your money is your job, and you’ve got important decisions to make. Your ability to manage finances is critical to…
Setting Up a Trust Fund: What You Need to Know
April 18, 2018
Imagine: you’ve worked hard over the years to grow and manage your assets so you can leave a lasting legacy to your family and ensure they are taken care of when you are gone. Now imagine…
Q1 18 Review: A Return of Volatility and a Time to Revisit Strategy
April 16, 2018
After a lengthy snooze, market volatility resurfaced in Q1. The year started off hot. US stocks rose 5.2% in January and extended the S&P 500’s all-time record for consecutive…
Market Volatility and a Very Busy Week in Washington
April 13, 2018
A conciliatory tone on trade from both China and the US as well as easing fears around a military escalation stemming from Syria’s apparent chemical attack led to rising stock prices….
Money Is A Major Stressor In a Relationship; Here’s How You and Your Partner Can Get Set for Success
April 9, 2018
Love trumps money, according to a new survey in which we explored Americans’ attitudes about love and money. But money is also the biggest stressor when it comes to love. The Personal…
Making Sense of Risk Tolerance
At some point, you’ve probably been asked what your risk tolerance is regarding investments. Risk tolerance is critical to constructing an appropriate portfolio for each individual, but…
Tariffs, a Weak Jobs Report, and Expected Rate Hikes
April 6, 2018
The week was a see-saw of emotions related to a potential trade war with China. Stocks dropped Monday on fears of new tariffs, then rallied for three days as officials toned down rhetoric….
Capital Markets Review & Commentary
Market turbulence initiated in February continued into March. Early signs of volatility were generally ascribed to fear of interest rate hikes, but more recent gyrations are clearly…
Do I Need to File a Gift Tax Return?
April 5, 2018
Don’t look now but the deadline for filing your 2017 federal income tax return is right around the corner. Unless you receive an extension, you must file your return by April 17, 2018 —…
Is Market Timing a Myth?
April 4, 2018
Q: What does market timing and stock picking have in common with Las Vegas? A: You might win – but odds are most likely stacked against you. And if you attempt to win at both every…
Transferring Wealth After the Tax Reform Act
April 3, 2018
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here…
What Goes Up the Most Tends to Come Down the Most
March 29, 2018
It was a wild week for stocks — a seemingly fitting end to what has been a wild quarter overall. U.S. equities jumped Monday when it appeared fears of a trade war with China may have been…
Personal Capital Investor’s Guide to Volatile Markets
Life is full of uncertainties. We protect our families with life insurance and our cars and homes with auto and homeowner’s policies. But how do we protect our financial futures?…
