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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...
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...
Guide to End-of-Year Tax Planning

Guide to End-of-Year Tax Planning

Guide Sections Donate Appreciated Securities Use Your IRA to Make a QCD Donate Tangible Property Gift To Your Loved Ones Tax-Loss Harvesting Employer-Sponsored Retirement Plans Roth Conversions RMDs Guide Sections Donate Appreciated Securities Use Your IRA...
Term vs. Permanent Life Insurance: Which One is Right for You?

Term vs. Permanent Life Insurance: Which One is Right for You?

Life insurance can be complex and overwhelming, especially with the countless insurance policies out there. It’s important to know the differences between them since each type has unique characteristics that may or may not be right for you. But more often...
Guide to Saving for a Child’s Education

Guide to Saving for a Child’s Education

Guide Sections Introduction Financing Options – 529 Plans Other Financing Options Education Tax Credits Saving for Retirement & Education There’s no doubt about it – education can be expensive. So, how do you save for your children’s education...
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 Guide Sections Estate Planning Last Will and Testament Trusts Taxes and Your Estate Plan Charitable Giving .guide-sections > div { line-height: 1.4;...
Guide to Tax-Loss Harvesting

Guide to Tax-Loss Harvesting

Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash Sale Rule & Tax-Loss Harvesting Guide Sections What Is Tax-Loss Harvesting? How Does Tax-Loss Harvesting Work? The Capital Gains Tax The Wash...
Guide to Employee Equity Compensation

Guide to Employee Equity Compensation

Guide Sections What Is Employee Equity Compensation? Employee Compensation Restrictions Main Types of Employee Equity Compensation Stock Options Restricted Stock Employee Stock Purchase Plans (ESPPs) Recommended Exercising & Selling Strategies Employee...