This week markets remained volatile as investors digested both last Friday’s Tariff increases by the United States, and China’s subsequent tariff retaliation on Monday. Markets initially reacted poorly to the escalating tariffs on Monday, but rebounded over successive...

With all of the big IPOs happening this year – Uber, Pinterest, Lyft, and more – we've been taking a lot of time here on Daily Capital to review the nuts and bolts of employee equity compensation. RSUs and stock options are both common ways that employers...

Global equity markets sold off sharply this week as trade tensions quickly escalated between the U.S. and China. All of this unfolded after it appeared China reneged on an important aspect of the trade deal in which they would change some of their local laws. This...

IPOs are dominating headlines this year -- Lyft made it’s debut in March, Pinterest recently went public, and today, Uber execs rang the bell. Amidst all of the buzz, we wanted to take a pause to address some FAQs around IPOs: how does an IPO work? Should you invest...

As investors across the globe have seen, the market had a bumpy ride this week. The market experienced another selloff this week amid President Trump’s threat to impose tariffs on China, and the downturn has many investors nervously awaiting news on a trade deal. It...

We’ve discussed stock options at length on Daily Capital, but people often don’t know that there are two types of stock options: Incentive Stock Options (ISOs) and Nonstatutory Stock Options (NSOs). ISOs are generally what come to mind when people think of “stock...

Stocks have continued to trend upward in 2019. Major US indexes fully recaptured losses from Q4, moving on to hit new all-time highs. Meanwhile, international stocks remain well below their peak set last January, over a year ago. This leaves the global stock market...

A Friday rally maintained the effusive start to the year for stocks. A strong jobs report indicated the economy remains strong while inflation cordially hovers low enough for the Fed to stay “patient” with interest rates. Apple’s earnings delighted investors despite a...

What Are Incentive Stock Options? Stock options are one of the most popular forms of equity compensation, but they’re also largely misunderstood. There are two types of stock options, Incentive Stock Options (ISOs) and Nonstatutory Stock Options (NSOs). Which type you...

We’ve all heard the sage advice to “max out your 401(k)” whenever you can -- the earlier you start doing this, the earlier you start reaping the benefits of tax breaks and compounding in your retirement plan. Today, investors are faced with multiple ways to save to...

When the federal government shut down in December/January, it only took a few days for journalists to begin reporting on the dire circumstances of some government workers. They turned to food banks, fell behind on their bills and, in some cases, didn’t have enough...

Data released on Friday showed the US economy growing at a 3.2% rate in the first quarter, exceeding expectations. The exceptional Q1 GDP growth was fueled by higher inventory investment, increased exports, and falling imports amongst other factors. This is a welcome...

How to Avoid a $150 Million Mistake When Pinterest went public this month, many of their employees came into huge windfalls thanks to their stock options. Pinterest CEO Ben Silbermann is purported to now be worth $1.6 billion. However, if he had been a little savvier...

Today is Earth Day, and in honor of our planet, we wanted to talk about Socially Responsible Investing, or SRI. At Personal Capital, we're pleased to include SRI as part of our holistic investment management offering. With our Socially Responsible Personal Strategy,...

The S&P 500 ended its eight day winning streak Tuesday after the U.S. announced potential tariffs on European goods, sparking fears of another trade war. The decline was short-lived, however, and stocks resumed their upward march following the Fed minutes release...

Personal Capital’s Chief Investment Officer, Craig Birk, breaks down the major events in the financial markets in Q1 of 2019.

HSAs or FSAs can be great options for funding out-of-pocket medical expenses. But what’s the difference between an HSA vs. FSA?

The experts at Personal Capital break down the latest financial headlines and market events in a weekly roundup.

Financial experts at Personal Capital provide their thoughts and on key market trends for March and their perspective heading into Q2.

Many employers offer Restricted Stock Units as equity compensation. Learn more about how RSUs are taxed, selling & purchasing strategies, and more.

Stocks finished a torrid Q1 on a high note, marching higher on reported progress on a trade deal with China and Mueller report findings that there was no direct collusion with Russia.

In a recent survey, we found that one in five people don’t know how their financial advisor gets paid. So, how do financial advisors get paid?