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Lacey Cobb, CFA, CFP®

How to Plan for Health Care in Retirement

How to Plan for Health Care in Retirement

The mere thought of health care costs when planning for retirement can be overwhelming, but they may not be as disrupting as many fear. Even though health care costs tend to increase with age, they eventually level off and even take the place of other...
What is Private Equity & Is It Right For Your Portfolio?

What is Private Equity & Is It Right For Your Portfolio?

Personal Capital recently announced that we are offering private equity for our high net worth clients. But exactly what is private equity? It is well-known that proper diversification is the key to portfolio risk management. Many investors use mutual funds...
Weekly Market Digest: Government Shutdown and Brexit Loom Large

Weekly Market Digest: Government Shutdown and Brexit Loom Large

Major US indices strung together a fourth straight week of gains and finished the week strong on optimism over US and China trade negotiations. Financials were the strongest performing sector for the week with several of the major US banks reporting earnings...
Weekly Market Digest: A Week Full of Big Moves

Weekly Market Digest: A Week Full of Big Moves

The past week was full of familiar themes and big moves ahead of the shortened holiday trading week. There were flashes of 2015 energy price drops and 2016 Brexit headlines, but it was the continued 2018 themes of tech routs and U.S./China trade agreement...
Weekly Market Digest: Tech Stocks Experience a Volatile Week

Weekly Market Digest: Tech Stocks Experience a Volatile Week

The global equity correction picked up steam this week. A hawkish Fed tone caused rates to initially spike, there were concerns over slowing global growth, and trade tensions weighed on markets. Early in the week, there was indiscriminate selling of both...