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Paul Deer, CFP®

Weekly Market Digest: What’s Happening with Brexit?

Weekly Market Digest: What’s Happening with Brexit?

This week, US equity markets climbed higher from the last week, led largely by some of the most well-known technology companies, while other asset classes had a relatively uneventful week. Some of the US’ largest Tech Companies were under fire this week for...
Early Mortgage Payoff: Should You, or Shouldn’t You?

Early Mortgage Payoff: Should You, or Shouldn’t You?

If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need to be considered. So, does it make more sense to own your home as soon...
Weekly Market Digest: Let’s Talk About Stock Buybacks

Weekly Market Digest: Let’s Talk About Stock Buybacks

This week markets remained volatile as investors digested both last Friday’s Tariff increases by the United States, and China’s subsequent tariff retaliation on Monday. Markets initially reacted poorly to the escalating tariffs on Monday, but rebounded over...
Weekly Market Digest: Week Ends With Volatility

Weekly Market Digest: Week Ends With Volatility

This week US and Global markets grappled with what to weigh more heavily – the benefit of a broader extension of an easy monetary policy from US and European central banks, or concerns around the state of global economic growth (the very same reason...
Weekly Market Digest: Fed Maintains Positive Outlook

Weekly Market Digest: Fed Maintains Positive Outlook

On Friday, President Trump announced flexibility on extending the March 1st deadline on the current trade deal with China. Over the past several months concerns over the impact of an escalating trade war with China have frequently infused volatility into the...
What is a 1099 Form?

What is a 1099 Form?

What is a 1099 Form — And Why Are They Important? As you pull together all the documents you’ll need to prepare your federal tax return for the 2018 tax year, you may have received an IRS form 1099. But you might not be clear on exactly what this tax form is...
How Will Tax Law Changes Affect Me in 2019?

How Will Tax Law Changes Affect Me in 2019?

Tax Law Changes: 2019 For a complete guide to filing your income taxes from the 2018 tax year, read our 2019 Tax Guide. How Tax Law Changes Could Affect Your 2018 Income Tax Return The tax-filing season that just got underway is the first one under the major...
Weekly Market Digest: 2018 Ends With Continued Volatility

Weekly Market Digest: 2018 Ends With Continued Volatility

Hello Readers – It has been an interesting close to 2018, to say the least. We have 1 more full trading day left in the year, and this may be the first year in recent memory where US stocks close out below where they started at the beginning of the year....
Weekly Market Digest: Markets See Continued Volatility

Weekly Market Digest: Markets See Continued Volatility

Firstly, I’d like to say thank you to all of our clients and users. We here at Personal Capital deeply appreciate your trust and engagement, and we look forward to continuing to serve you all in the coming decades. Also, I would like to thank all my fellow...
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