Guides

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...
eBook: Legacy & Estate Planning

eBook: Legacy & Estate Planning

Estate planning, trusts, and charitable giving – all crucial components of your legacy plan. It’s no secret, these can be complex and overwhelming. Read our free interactive ebook to learn more about legacy planning. All legacy/estate planning...
Personal Capital’s Affluent Investor Outlook 2018

Personal Capital’s Affluent Investor Outlook 2018

We are amidst one of the longest bull markets in history, which leaves many affluent investors to ask: What comes next? It looks like even for those who seem to have everything, the future is still uncertain. What will happen with the market? How can...
What Do You Want to Be Remembered For?

What Do You Want to Be Remembered For?

It’s a question that most people face at least once in their lives. Perhaps it’s the adventurous sense of spirit that takes you to all corners of the earth. Or maybe it’s the incredible kindness you show to your loved ones. But what about the impact you want...
Financial Advisor Fee Guide

Financial Advisor Fee Guide

Get the Full PDF Here Hidden Beneath the Surface: What Americans are Paying in Advisory Fees Introduction Over the past two decades, technology advances have created greater transparency into how financial services firms behave, the value they offer, and the...
Beneath the Surface: What You Might Be Losing to Hidden Fees

Beneath the Surface: What You Might Be Losing to Hidden Fees

Paying your financial advisor an annual fee of two to three percent seems harmless. However, that seemingly small difference could crush your portfolio. Compounded over a lifetime, those percentages can add up to hundreds of thousands of dollars —...
Using a Roth IRA for College Savings

Using a Roth IRA for College Savings

As college tuition and associated costs continue to dramatically rise, people are looking for more creative ways to save for these large expenses. One option: leveraging a Roth IRA. It might seem unusual using what is typically a retirement account to save...


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