Personal Capital

Love and Money: Who Controls the Finances? (Video)

Love and Money: Who Controls the Finances? (Video)

Traditional gender roles are melting away, as more than half of Americans say they are indifferent about who brings home a bigger paycheck. Nearly nine out of 10 respondents believe they should consult with their partner before making a financial decisions....
Guide to Filing Your Taxes in 2019

Guide to Filing Your Taxes in 2019

Guide Sections Important Dates for Filing Your Taxes in 2019 Income Tax Brackets & Deductions Alternative Minimum Tax Know Your Filing Options How To File For An Extension 1099 Forms Tax Law Changes You Need to Know Guide Sections Important Dates For...
What to Expect From a Portfolio Review

What to Expect From a Portfolio Review

What Should I Expect From Personal Capital’s Complimentary Portfolio Review? Why Should I Talk to a Financial Advisor? Our advisors often get the question: why should I take time to speak with a Personal Capital advisor? Our answer is simple: If you’re...
5 Smart Tax Moves for 2019

5 Smart Tax Moves for 2019

Tax season sneaking up on you? Read our complete guide to filing your income taxes. As we near April 15th, taxes are top of mind for many of us. While 2018 has come and gone, there is plenty of time to make some tax-smart moves for this year. Here are 5...
Market Commentary: Q4 2018 Recap & 2019 Outlook

Market Commentary: Q4 2018 Recap & 2019 Outlook

Q4 2018 Market Performance and 2019 Outlook Q4 Market Performance In the fourth quarter of 2018, global equities fell 13% and on Christmas day were down 20% from the high last January. The US was hit hardest, especially high momentum tech stocks. On the...
Balancing Risk & Return: Withstanding Market Cycles

Balancing Risk & Return: Withstanding Market Cycles

This is part 3 of the “Withstanding Market Cycles” series on portfolio diversification and asset allocation…some of your best safeguards in times of volatility. Part 1: The Benefits of Portfolio Diversification Part 2: How to Determine the Right Asset Mix...
401k Contribution Limit for 2019

401k Contribution Limit for 2019

As we ring in the New Year, it’s time to consider boosting contributions to your employer-sponsored retirement savings plan—and the federal government is willing to help (a little.) The maximum contribution has increased this year, so you can shelter a bit...
Survey: How Affluent Americans Handle Their Finances

Survey: How Affluent Americans Handle Their Finances

We are excited to announce the release of our second annual Affluent Family Financial Support Survey. The survey of individuals in the U.S. with household investable assets of at least $500,000 examined how affluent parents balance the needs and expectations...