Life insurance can be complex and overwhelming, especially with the myriad insurance policies out there. It’s important to know the differences between them since each type has unique…
Term vs. Permanent Life Insurance
Bitcoin, ICOs & Your Portfolio
Bitcoin – the cryptocurrency and digital payment system – is in the news again this month, as it closed in on $3,000 last week on reports of increasing blockchain technology adoption and…
Market Recap – As expected, Brexit gives the Fed pause. But for how long?
Market Digest – Week Ending 7/29 Stocks moved sideways in choppy trading this week as the markets digested a combination of mixed earning results, the latest Fed meeting, and the DNC…
Market Recap – Twilio Filing Offers Hope For Tech IPOs in 2016
Market Digest – Week Ending 5/27 Stocks moved higher Friday to cap their best week since March. International stocks and Oil were firmly positive as well, while Gold dropped. Equity…
Market Recap – Dovish Fed Signals Caution, Markets Celebrate
Market Digest – Week Ending 3/18 Stocks moved higher Friday to cap their 5th straight week of gains. The S&P 500 gained 0.9%. The index is now down just 0.2% for the year….
Beware Of Mutual Funds Bearing Gifts
Every December, as people all over the world pick out gifts for their loved ones, the mutual fund companies are busy planning a surprise of their own. Capital gains distributions! For every…
America Turns Its Back On Bonds
“Begin with 100 and subtract your age. Own the resulting percentage in equities and the rest in bonds.” If you’re like most investors, you’ve heard the common wisdom on owning…
Just Say “No” To A Branded Portfolio
When a new account is transferred to us here at Personal Capital, the first thing we do is analyze its current holdings in order to build out the client’s chosen strategy. We look at…
When Can You Withdraw From Your 401k Or IRA Penalty Free?
If you’re forced to tap retirement funds early, you’d better know the rules. 401ks, IRAs and other pretax retirement savings accounts are now the most common way to save for…
Is High Frequency Trading Really Such A Bad Thing?
In the wake of Michael Lewis’s new book on high frequency trading abuses, I’ve been reading the daily headlines shouting for more regulation in the stock market. Everyone seems to have…
Practice Tax Location To Boost Investment Returns
Most people today have multiple investment accounts to manage as they work towards retirement. In addition to savings and brokerage, it’s common to have a 401k plan, a Roth IRA, and a…
