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What is Socially Responsible Investing (SRI)?

What is Socially Responsible Investing (SRI)?

Today is Earth Day, and in honor of our planet, we wanted to talk about Socially Responsible Investing, or SRI. At Personal Capital, we’re pleased to included SRI as part of our holistic investment management offering. With our Socially Responsible...
Weekly Market Digest: How Does An IPO Work?

Weekly Market Digest: How Does An IPO Work?

It was a short trading week with many major global markets closed Friday in observation of the holiday. Both the industrial and financial sectors were top performers driven by strong U.S. blue-chip stock earnings. Real estate cooled after its hot run since...
Weekly Market Digest: Two Steps Forward, One Step Back

Weekly Market Digest: Two Steps Forward, One Step Back

The S&P 500 ended its eight day winning streak Tuesday after the U.S. announced potential tariffs on European goods, sparking fears of another trade war. The decline was short-lived, however, and stocks resumed their upward march following the Fed...
Q1 2019 Market Commentary: Review & Outlook

Q1 2019 Market Commentary: Review & Outlook

Personal Capital’s Chief Investment Officer, Craig Birk, breaks down the major events in the financial markets in Q1 of 2019. These are excerpts from our full Q1 2019 Market Review & Commentary Report. Global Stocks Rebound in Q1 After Q4...
HSA vs. FSA – An Overview

HSA vs. FSA – An Overview

Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are both tax-advantaged financial accounts designed for funding healthcare expenses. They allow you to use pre-tax dollars to pay for medical expenses you know you’ll have. Choosing between...
Weekly Market Digest: What is a Yield Curve?

Weekly Market Digest: What is a Yield Curve?

The S&P 500 index is back near an all-time high last seen in September of 2018, closing today less than 2% from that mark and notching a 7-day winning streak. Cyclical sectors such as materials, financials, and consumer cyclicals outperformed while the...
Capital Markets Review & Commentary: March 2019

Capital Markets Review & Commentary: March 2019

Capital Markets Review: March 2019 The 2019 rally marched on, with global stocks nearly erasing losses incurred in Q4. However, gains in March accumulated at a slower pace than either January or February and were more concentrated. Bonds continued to...
What Are Restricted Stock Units?

What Are Restricted Stock Units?

With news of big IPOs like Lyft hitting the headlines, the value of your own equity compensation is likely top of mind. A common type of equity that companies offer their employees as part of their compensation package are Restricted Stock Units, or RSUs....
Weekly Market Digest: Stocks Finish Q1 on a High Note

Weekly Market Digest: Stocks Finish Q1 on a High Note

Stocks finished a torrid Q1 on a high note, marching higher on reported progress on a trade deal with China and Mueller report findings that there was no direct collusion with Russia. Brexit chaos continued, with the possibility of a no-deal exit increasing....
How Do Financial Advisors Get Paid?

How Do Financial Advisors Get Paid?

There is no such thing as a free lunch, as they say, and that maxim certainly applies to investing. When you use the services of an investment advisor, you pay a fee—but it may not always appear that way. So, how do financial advisors get paid? There are two...