Personal Capital Logo google store facebook linkedin apple store twitter vimeo youtube Devices-Blue

Craig Birk, CFP®

Capital Markets Review and Commentary: April

Capital Markets Review and Commentary: April

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...
Weekly Market Digest: Growth Stocks vs. Value Stocks

Weekly Market Digest: Growth Stocks vs. Value Stocks

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...
Q1 2019 Market Commentary: Review & Outlook

Q1 2019 Market Commentary: Review & Outlook

Personal Capital’s Chief Investment Officer, Craig Birk, breaks down the major events in the financial markets in Q1 of 2019. These are excerpts from our full Q1 2019 Market Review & Commentary Report. Global Stocks Rebound in Q1 After Q4...
Capital Markets Review & Commentary: March 2019

Capital Markets Review & Commentary: March 2019

Capital Markets Review: March 2019 The 2019 rally marched on, with global stocks nearly erasing losses incurred in Q4. However, gains in March accumulated at a slower pace than either January or February and were more concentrated. Bonds continued to...
Weekly Market Digest: Stocks Finish Q1 on a High Note

Weekly Market Digest: Stocks Finish Q1 on a High Note

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. Brexit chaos continued, with the possibility of a no-deal exit increasing....
Weekly Market Digest: Global Stocks Resume Upward Climb

Weekly Market Digest: Global Stocks Resume Upward Climb

Absent any significant bad news on economic or trade fronts, global stocks resumed their upward climb for the year. While there were no major announcements, indications from the US and China suggested progress is being made toward a trade deal. Weekly...
Bear Market Survival Guide

Bear Market Survival Guide

Craig Birk, Personal Capital’s Executive Vice President of Portfolio Management, answers your top questions about how to keep your portfolio safe during a bear market situation. This article originally appeared in the March 2019 issue of Kiplinger’s Personal...
Capital Markets Review & Commentary: February 2019

Capital Markets Review & Commentary: February 2019

Stocks maintained momentum from January, though rose at a slower pace. Most major indexes have now recouped losses incurred in the month of December but remain below 2018 summer highs. International stocks are trailing the US so far in 2019. Trade talks with...
Capital Markets Review & Commentary: January 2019

Capital Markets Review & Commentary: January 2019

Capital Markets Review: January 2019 Global stocks ignored a lengthy government shutdown and bounced back from a dour December. Declines in the fourth quarter of 2018 were largely attributed to three things; trade conflict with China, rising interest rates,...