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…
The Benefits of One Manager for All Your Investment Accounts
July 19, 2017
Many people have different types of investment accounts, each with its own manager. We have found, however, that having one manager for all of your accounts can not only eliminate knowledge…
Life One-Month After the Rule
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…
Market Digest – GDP Debt Percentage Crosses 100%, More Chipotle-Related Illnesses
July 21, 2017
Stocks rose modestly as earnings season hit full stride. IBM, GE and Microsoft fell short of market expectations while Netflix had its best day of the year. Driven by new all-time highs in…
Living Happily Ever After: Finances After the Wedding
July 17, 2017
Congratulations! You’ve survived the Big Day and the build up to it. So what comes next? Well, to put it succinctly: now comes the rest of your lives. Thinking about financial…
Investors Interpret Fed Chairwoman’s Comments as Slower-Than-Expected Fiscal Tightening
July 14, 2017
Market Digest – Week Ending 7/14/2017 Global stocks rose, led by international issues. Testimony from Fed Chairwoman Yellen following recent soft economic reports was interpreted by many…
Introducing Custom Categories
Fido’s treats and toys. Jacquie’s college tuition. Mike’s hockey equipment and travel. Florida vacation house remodel. Freelance work. Sometimes life gets more specific than…
Walking Down the Aisle: Finances for Weddings
July 11, 2017
You’ve decided to make that leap into marriage, but turning that wedding dream into reality takes a lot of careful thought and planning. You want to celebrate your marriage with a wedding…
Q2 2017 Review: Markets Focus on Corporate Growth, Not Politics
July 10, 2017
While media remains fixated on the White House, the markets during Q2 were more attuned to corporate results and central bank activity. Investors saw solid gains and a smooth ride with the…
Market Digest – Volvo’s EV Announcement Means Competition Is Heating Up
July 7, 2017
Market Digest – Week Ending 7/7/2017 It was a short week for U.S. markets given the July 4th holiday, which was marked by a number of geopolitical events, including North Korea’s…
Financial Considerations Before Saying “I Do”
July 5, 2017
Money is not on the list of romantic topics. But it is the leading cause of stress in a relationship. So if you’re interested in lasting longer than saying “I do,” there are some…
Market Digest – No Fireworks This Week As Q2 Closes
June 30, 2017
Market Digest – Week Ending 6/30/2017 Q2 was quiet, and it ended with a whimper. U.S. stocks finished up 3% for the quarter but down slightly for the week. International stocks were up…
Bitcoin, ICOs & Your Portfolio
June 29, 2017
Bitcoin – the cryptocurrency and digital payment system – is in the news again this month, as it closed in on $3,000 last week on reports of increasing blockchain technology adoption and…
Guide: Marriage, Weddings and Money
June 27, 2017
Wedding season is upon us, and at Personal Capital, we realize how much life decisions impact your financial choices – and vice versa. Marriage and money go hand-in-hand, whether you are…
