Video: A Look Back on Q3 2017

Video: A Look Back on Q3 2017

In this video series, our Investment Committee discusses Q3 market returns, what to watch for with pending tax reform, how to protect yourself in the wake of the Equifax data breach, a special message to those affected by natural disasters, and what’s new at...
2014 Personal Capital Year In Review

2014 Personal Capital Year In Review

The end of the calendar year is a time that forces us to reflect on what has transpired over the course of the past year, and ponder what lies ahead for the rapidly approaching New Year. Here at Personal Capital, we have had quite an eventful 2014. When I...
How Much Retirement Spending Is Too Much?

How Much Retirement Spending Is Too Much?

Many people spend too much, too fast after they retire. Others are excessively constrained by fear. Both are big mistakes. Spending rates are a subject of much debate in the financial world. Spending in retirement is typically the sum of income (including...
Re-Balancing May Be More Important Than You Think

Re-Balancing May Be More Important Than You Think

Most investors have some notion that they should be re-balancing their investment portfolio, but few have a strategic approach to doing so, which is unfortunate. Increasing evidence suggests that re-balancing is important to long-term success. Stepping back...


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