Generational divides have always existed. From our great-grandparents to our grandparents to our parents to our children, each generation is unique in their approach to their financial…
Gen X & The (Financial) Middle Child Syndrome
Is the Average American Woman Prepared for Retirement?
We’ve heard over and over that men are from Mars and women are from Venus – but how different are we really in terms of our finances? Financial services marketing seems to think…
Reality Check: Social Security May Not Exist When You Retire
One of the biggest questions Americans face when thinking about retirement is: will Social Security exist when I retire? According to the government, Social Security is on track to be…
For Richer or Poorer: Are You Ignoring the Business Side of Your Romantic Relationship?
Frankly, most couples would likely rather schedule a root canal than set aside time to have a frank discussion about money. For Americans, avoiding money discussions is practically built…
When Investing in Cryptocurrencies, Envy Often Goeth Before a Fall
Bitcoin has taken investors on quite the adventure. As its price soared to nearly $20,000 late last year, the cryptocurrency swept up new converts in its momentum — many of whom were no…
Money Is A Major Stressor In a Relationship; Here’s How You and Your Partner Can Get Set for Success
Love trumps money, according to a new survey in which we explored Americans’ attitudes about love and money. But money is also the biggest stressor when it comes to love. The Personal…
Money Talks Every Couple Should Have
Some of the most famous lines from one of history’s most well-known love stories involves a young woman asking her love interest to cut off his family. If he refuses to do so, she’s…
Personal Capital’s Affluent Investor Outlook 2018
We are amidst one of the longest bull markets in history, which leaves many affluent investors to ask: What comes next? It looks like even for those who seem to have everything, the…
The Benefits of One Manager for All Your Investment Accounts
Many people have different types of investment accounts, each with its own manager. We have found, however, that having one manager for all of your accounts can not only eliminate knowledge…
How Cash Can Negatively Impact Your Portfolio
There’s a common saying that cash is king – but this isn’t necessarily true when it comes to your portfolio and long-term financial goals. People tend to like cash because it can feel…
5 Ways to Safeguard Your Finances in 2017
One thing we’ve learned as world events have taken us by storm this past year: expect the unexpected. Last summer, a little event called Brexit caught the world by surprise. Markets…
Look Out! Retirement Mistakes are Easy to Make
Key Takeaways Don’t wait until you have a financial milestone in mind to start saving or even putting a plan together. Plan for your retirement and the expenses you’ll have, not…
