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9 Things You Need to Know About Creating a Will

9 Things You Need to Know About Creating a Will

Creating a will is a key part of a successful estate plan and will help you protect your legacy and your loved ones when you are gone. Staying on top of estate planning requires proactive, ongoing actions, but it can ease estate management burdens after your death. Consider it a final gift to your family during what is likely to be a high-stress period in their lives.

What Moved the Markets in October?

What Moved the Markets in October?

October Market-Movers - An Overview After a slow start, global equities marched higher in October, driven again by central bank monetary policy and encouraging signs in trade discussions with China. The Fed cut rates for a third time, but signaled there would be a...

Is Buying a Home a Good Investment?

Is Buying a Home a Good Investment?

Why buying a home might not be the great investment you think it is... People often think of buying a home as a great investment. After all, most of us have seen house prices in major metro areas like San Francisco, Denver, and New York City fetch huge sums –...

Why is the Fed Cutting Rates?

Why is the Fed Cutting Rates?

Today, the Federal Reserve cut interest rates by 0.25%. The rate cut was anticipated by many due to sluggish economic growth abroad and softening economic growth at home. It’s important to note though, that there are still areas of strength in the economy, such as...

The Personal Capital Promise

The Personal Capital Promise

Today, we announced the start of a new era for Personal Capital. We have a new logo, new colors, a new app icon, and a new web experience. But really, we’re unveiling less of a “new” Personal Capital and more of the “true” Personal Capital. We built our business...

Personal Capital is Ten Years New

Personal Capital is Ten Years New

October marks our ten year anniversary, and we’re incredibly grateful to everyone who uses and loves our tools, our wealth management clients, and the entire Personal Capital team for an amazing decade. We couldn’t have done it without you. Because of this milestone,...

What is Your Scariest Money Story?

What is Your Scariest Money Story?

Michelle Brownstein, Vice President of Personal Capital’s Private Client Group, responds to some scary stories about money with financial advice in honor of Halloween. We hear a lot of stories about money – some triumphant, some funny, and some downright scary. In...

Annuities Explained: What You Should Know

Annuities Explained: What You Should Know

Everybody knows about a checking account, advantages of a savings account or how to buy a certificate of deposit. However, if you ask them what an annuity is, you will probably get some shrugs. Annuities are often misunderstood, so in this article we’re going to cover...

Is Private School Worth It?

Is Private School Worth It?

Weighing the Choice Between Public vs. Private School Almost as soon as their children are born, most parents will face a big decision that will impact not only their kids, but also their finances: Should they send their kids to a public or a private school? And, is...