To learn about what personal information Personal Capital collects and how we use it, click here.

Personal Capital

5 Tips for Surviving a Bear Market

5 Tips for Surviving a Bear Market

The past several weeks have been a roller coaster – coronavirus continues to rock the global economy, and U.S. stocks entered a bear market, ending the 11-year bull run we’d all become accustomed to. Bear markets, while a natural part of market cycles, are...
Personal Capital Investor’s Guide to Volatile Markets

Personal Capital Investor’s Guide to Volatile Markets

Life is full of uncertainties. We protect our families with life insurance and our cars and homes with auto and homeowner policies. But how do we protect our financial futures? Even during times of relative stability in the financial markets, having a...
5 Tax Hacks for Investors: A Guide to Tax-Efficient Investing

5 Tax Hacks for Investors: A Guide to Tax-Efficient Investing

They say that only two things in life are certain. And while neither is anyone’s favorite topic, the reality is that taxes are often one of your largest expenses. Good tax management and tax-efficient investing is crucial for growing your net worth, so...
How Long Does it Take to Get a Tax Refund in 2020?

How Long Does it Take to Get a Tax Refund in 2020?

How Long Will My Refund Take? Read Personal Capital’s FREE tax guide. For many people, the highlight of tax season is receiving a refund from the IRS for the amount of income taxes they overpaid the previous year. If you’re anticipating receiving a...
Guide to Filing Your Taxes in 2020

Guide to Filing Your Taxes in 2020

Guide Sections Important Tax Deadlines Tax Brackets and Deductions Alternative Minimum Tax (AMT) Know Your Filing Options How To File For An Extension Common Investor Tax Forms Guide Sections Important Tax Deadlines Tax Brackets and Deductions Alternative...
What Is The American Opportunity Credit?

What Is The American Opportunity Credit?

Many families today are struggling with the cost of higher education for their children. Due largely to a lack of college savings, student loan debt is soaring. There are currently 45 million student loan borrowers in the U.S. who owe a collective $1.5...
What is the Lifetime Learning Credit?

What is the Lifetime Learning Credit?

Higher education costs are continuing to soar with no end in sight. Over the past decade, tuition at public four-year universities has risen by 35 percent, according to the Center on Budget and Policy Priorities. The average annual cost for tuition, fees,...