Imagine sitting on the lanai of your Hawaiian vacation home, overlooking the ocean while the sea breeze kisses your face as you pour yourself and your loved one another margarita. You’ve escaped the daily grind and aren’t checking any work e-mails until you...
Real estate is one of my favorite asset classes to build wealth because it’s relatively easy to understand, has tax benefits, is tangible, and provides utility. Let me share another reason why real estate might be a great part of your retirement strategy in...
According to a Gallup poll of 3,445 people, conducted between Aug – Dec 31, 2013, roughly 14% of adults between the ages of 24-34 are still living at home with their parents. That number rises to 51% for adults between the ages of 18-23. There’s nothing...
Every time I roll down ritzy Union Street in the Cow Hollow neighborhood of San Francisco, I’m smiling from ear to ear. Beautiful people are everywhere with their Lululemon yoga outfits sipping $8 lattes on cute outdoor marble-top tables. My engine is...
When I first got a call from the Director of Business Development to help develop content for the Daily Capital blog, I was hesitant. Only 20 months had passed since I decided to escape Corporate America in the Spring of 2012. Thirteen consecutive years on...
One of the most amazing things about San Francisco is that there are wealthy people everywhere, but you’ll never be able to tell based on how many dress. Mark Zuckerberg is 30 years old and likes to wear a grey shirt, jeans, and a hoody most of the time; yet...
Atomic bomb? Huh? The good times are back again and it’s champagne dreams and caviar wishes all around! Let’s over allocate into equities, not save for retirement (since that’s what our home equity is for), and enjoy life today, for...
In 2013 three in five bankruptcies will be due to medical bills according to data from the Center For Disease Control and the US Census Bureau. That’s a sad state of affairs for a country as wealthy as ours. As a contractor, I no longer have the...
Have you ever wondered what financially successful people are afraid of? If they’ve got a house, a car, plenty of food, loved ones, and enough clothing to stay warm, what’s there really left to fear? I asked Bill Harris, CEO of Personal Capital,...
Over the next year or so, we’d like to highlight various Personal Capital employees from our Denver and San Francisco offices to share their background and stories. So often we think of financial institutions as large, faceless organizations. As a...
Sam runs the Financial Samurai blog. All opinions reflected in…this article are his own, and do not reflect the views of Personal Capital. He worked in finance from 1999-2012 before deciding to focus full-time on his online endeavors - FinancialSamurai.com and the Yakezie Network. Sam is an avid tennis fan who loves to travel. He received his BA from William & Mary and his MBA from UC Berkeley.
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