Paul Deer, CFP®

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...
Weekly Market Digest: Musk Sued by SEC, Fed Hikes Interest Rates

Weekly Market Digest: Musk Sued by SEC, Fed Hikes Interest Rates

If you’re a market-focused investor, the big news this week was the Federal Reserve’s move to raise interest rates another 25 basis points, or 0.25%. This came along with messaging that indicated expectations of a 4th rate increase in 2018 with further rate...
When Can You Withdraw From Your 401k Or IRA Penalty Free?

When Can You Withdraw From Your 401k Or IRA Penalty Free?

If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of...
The Economy, Inflation, and a New Partnership

The Economy, Inflation, and a New Partnership

This week, the 10-year U.S. Treasury note yield passed 3% for the first time since early 2014, as concerns around the impacts of inflation heat up. Some of the particularly visible publicly traded companies such as Google, Facebook, Amazon, and Visa had...
How to Calculate Your Retirement Number

How to Calculate Your Retirement Number

When we refer to your retirement number, most people think about how much money they need to save to meet their retirement goals. Knowing a specific retirement number is nice; it can provide you with a seemingly concrete, attainable goal. But is it truly...