To learn about what personal information Personal Capital collects and how we use it, click here.

All Articles

How to Max Out Your 401k in 2020

How to Max Out Your 401k in 2020

4 Things to Keep in Mind if You're Trying to Max Out Your 401k No matter how much you might make, $19,500 is generally considered a good chunk of change. It’s about the cost of a base model 2018 Honda Civic. For some, it’s the price tag on a first-class luxury...

Guide to End-of-Year Tax Planning

Guide to End-of-Year Tax Planning

The end of the year usually is a popular time for folks to open their hearts and their wallets. While most of us don’t give just for the tax benefits, there are some strategies you can take advantage of that will maximize the impact of your gift, while also potentially delivering some tax savings benefits to you and your family.

5 Key Estate Planning Documents

5 Key Estate Planning Documents

For more on estate planning, read our free "Guide to Legacy & Estate Planning." Read the Guide. Estate planning is a complex process, and we always recommend that people consult a professional estate planning attorney for help with their specific situation....

What Moved the Markets in November?

What Moved the Markets in November?

The Trade War Stocks marched higher in November, driven by optimism for a “Phase One” trade deal with China and indications suggesting continued accommodative monetary policy from the Fed. Regarding trade, we view signs of cooperation between China and the US as a...

4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

The end of the year is a good time to start thinking about your tax strategy, and there are several moves that you can make prior to year-end that will put you in the best possible position for 2020. In this article, we'll dive into 4 tax management tips that most...

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 –...