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Michelle Brownstein, CFP®

Money Talks Every Couple Should Have

Money Talks Every Couple Should Have

Money is not always the most romantic topic. But it is the leading cause of stress for most couples. So if you’re in it for the long haul, there are some basic money talks we recommend every couple to have as you move through different life stages...
Personal Capital’s Affluent Investor Outlook 2018

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 future is still uncertain. What will happen with the market? How can...
How Cash Can Negatively Impact Your Portfolio

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 safe – however, over the long term, it is anything but a safe...
5 Ways to Safeguard Your Finances in 2017

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 fluttered again throughout the 2016 presidential election. And just a few...
Look Out! Retirement Mistakes are Easy to Make

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 someone else’s idea of what retirement should be. Don’t...
30-Day Money Cleanse – Week 4: Future-Proof Your Gains

30-Day Money Cleanse – Week 4: Future-Proof Your Gains

The 4-PART MONEY CLEANSE Week 1: Awareness Week 2: Devise a Plan and Take Advantage Week 3: Rev-Up Your Finances Week 4: Future-Proof Your Gains It’s the final week of the Personal Capital 30-Day Money Cleanse! In the past 3 weeks, you learned all about how...