Personal Capital’s Investment Risk Tolerance Quiz

Personal Capital’s Investment Risk Tolerance Quiz

Not seeing anything on this page? Take the quiz HERE Learn More: Read Our Free “Investor’s Guide to Market Volatility” What Is Your Risk Tolerance? Risk tolerance is critical to constructing an appropriate portfolio for each individual, but...
Which Tax Documents & Financial Records Should You Keep?

Which Tax Documents & Financial Records Should You Keep?

For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. If you’re like many Americans, you may be breathing a sigh of relief now that “tax day” has come and gone. You may also be wondering how long...
Emotions in Times of Volatility

Emotions in Times of Volatility

Following last week’s 5.2% decline, which was one of the worst weeks we’ve seen for two years, the Dow, S&P, and Nasdaq are up 4% for the week and posted the best weekly gain we’ve seen since 2013. Housing starts rose 9.7% in January, passing analyst...
Happy Holidays (and Some Tax Reform)

Happy Holidays (and Some Tax Reform)

The Dow, S&P, and Nasdaq all finished slightly lower on Friday, but higher for the week. President Trump signed the new tax bill, which slashes the corporate tax rate to 21% from 35%. The Dow & S&P posted gains for the fifth straight week. New...
What Do You Want to Be Remembered For?

What Do You Want to Be Remembered For?

It’s a question that most people face at least once in their lives. Perhaps it’s the adventurous sense of spirit that takes you to all corners of the earth. Or maybe it’s the incredible kindness you show to your loved ones. But what about the impact you want...
Are You Entering the Sequence-Risk Zone?

Are You Entering the Sequence-Risk Zone?

If you are like lots of investors, you’ve probably never heard of sequence risk — also called sequence-of-returns risk — but it is a particularly pertinent concept for those nearing or just entering retirement. Simply put: Sequence risk refers to the order...
Some EOY Tax Items to Consider

Some EOY Tax Items to Consider

The Dow, S&P, and Nasdaq all finished the shortened trading week with strong weekly gains, S&P closed above 2,600 for the first time in anticipation of a strong holiday shopping season. Tech stocks advanced 1.8% this week, leading all other...
Financial Planning Shouldn’t Be Frightening

Financial Planning Shouldn’t Be Frightening

As Halloween approaches tomorrow, we reminisce on our childhood fears of ghosts and goblins. However, as adults we develop new fears — specifically about our financial futures. According to a recent Allianz poll, out of 3,000 people, nearly two-thirds...
How Much Money Do I Need to Retire Comfortably?

How Much Money Do I Need to Retire Comfortably?

Like most people, you’ve probably wondered, “How much income will I need during my retirement years?”. You’ve also probably wondered why you never seem to run across an answer to that ubiquitous question. So how much do you need to ensure you can retire...


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