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Bill Harris

“You Might Die Younger” Without the Fiduciary Rule

“You Might Die Younger” Without the Fiduciary Rule

The White House National Economic Council Director (and former number two at Goldman Sachs, whose stock price went up 5% on the day he made his announcements) Gary Cohn said this about the Fiduciary Rule in an interview with the Wall Street Journal: “We...
SEC Announces Increased Scrutiny of Robo-Advisors

SEC Announces Increased Scrutiny of Robo-Advisors

The Securities and Exchange Commission (SEC) announced yesterday that for the first time it is adding “electronic investment advice” – i.e. advice offered through robo-advisors – to its annual list of examination priorities. At Personal Capital,...
Personal Capital Welcomes Paul Desmarais III to Board of Directors

Personal Capital Welcomes Paul Desmarais III to Board of Directors

We’re kicking off the new year with some exciting news. Today we welcome Paul Desmarais of Power Financial Corporation to Personal Capital’s Board of Directors. Paul is intimately familiar with Personal Capital as he helped lead Power Financial’s $75 million...
Your 2017 Financial Plan – A New Year, A New You

Your 2017 Financial Plan – A New Year, A New You

It’s that time of the year – 2016 is waning, and 2017 is right around the corner. And as always, money and financial planning are right up there on people’s lists of New Year’s goals. In fact, “Save more, spend less,” is the #1 new year’s resolution...
The Best Way to Make Money in 2017: Spend in 2016

The Best Way to Make Money in 2017: Spend in 2016

With 2017 just a few short weeks away, money seems to be flying out of our wallets in the name of the “holiday season”. Between expensive airfares and never-ending presents for the whole family, spending skyrockets in November and December. Countdown: Top 5...
Personal Capital Welcomes Eric Weiss As CMO

Personal Capital Welcomes Eric Weiss As CMO

This week we’re excited to announce that industry veteran, Eric Weiss, joins Personal Capital as our new CMO. Eric brings with him two decades of experience in the technology industry to Personal Capital. Weiss’ experience scaling rapid growth tech...