Personal Capital

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 Limits for 2019

401k Contribution Limits 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...
A Primer On Estate Planning Using Trusts

A Primer On Estate Planning Using Trusts

For more on estate planning, read our free “Guide to Legacy & Estate Planning.” Read the Guide. Many people associate trusts with the ultra-wealthy. In reality, however, trusts can be a great tool for a large number of people who want a...
Guide to Legacy and Estate Planning

Guide to Legacy and Estate Planning

Guide Sections Estate Planning Last Will and Testament Trusts Taxes and Your Estate Plan Charitable Giving and Your Estate Plan Guide Sections Estate Planning Last Will and Testament Trusts Taxes and Your Estate Plan Charitable Giving and Your Estate Plan...