Guides

Tax-Loss Harvesting Guide

Tax-Loss Harvesting Guide

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: Employee Equity Compensation

Guide: 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...
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. The cost of college tuition has risen over the past...
Introducing the Personal Capital First-Time Home Buyer’s Guide

Introducing the Personal Capital First-Time Home Buyer’s Guide

Read the Free Guide Buying a home used to be an integral part of the “American Dream.” Even though it may not always be the most central focus of realizing that dream any more, many Americans list buying a home as one of their top long-term financial goals....
Personal Capital 2018 Tax Guide for Holistic Financial Planning

Personal Capital 2018 Tax Guide for Holistic Financial Planning

Most Americans hate to think about taxes. Understandably, they find tax management complex and overwhelming – viewed as a necessary evil to deal with every time April comes around. But what if you approached taxes with a different philosophy? What if...
7 Things You Should Know About Your Finances

7 Things You Should Know About Your Finances

For successful financial planning, it is critical to understand what you’ve got, how much you make, what you owe, how you spend, and how you are investing for the future. If you have a solid foundation, then a thorough assessment of your position will make...
Active vs. Passive Investing

Active vs. Passive Investing

Performance matters when it comes to investing. One question that is often asked when it comes to investing is: Active vs. passive investing, which is better? For many years we’ve watched thousands of individuals invest, and the vast majority who tried to...
How to Save for & Spend in Retirement

How to Save for & Spend in Retirement

You are the CEO of your money – at the end of the day, managing your money is your job, and you’ve got important decisions to make. Your ability to manage finances is critical to determining what your future will look like. One big part of this is figuring...
Market Outlook in 2018: Bull Markets & Trends

Market Outlook in 2018: Bull Markets & Trends

We covered some of the key events that happened in 2017. Now let’s take a look into what that means for 2018. The Bull Market Currently, we’re enjoying the second-longest bull market of the last 100 years. We’re not sure how long this will last, and that...
Q4 2017 Market Recap: Bitcoin, Tax Reform & Bull Markets

Q4 2017 Market Recap: Bitcoin, Tax Reform & Bull Markets

2017 was a year full of headlines: the second-longest bull market of the last 100 years; a new Fed Chairman in Q4; Bitcoin and cryptocurrency; sweeping tax reform… What did this mean for all of us? The S&P 500 When it came to the markets, the S&P...


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