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Weekly Market Update: Stocks Rise Amid Trade War Concerns & Personal Capital's PE Launch
It was another week of strong gains for major US stock indices that closed the week up over 2%, led by industrial and energy stocks. Global equity markets followed suit and notched a weekly gain of ab
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Private Equity Explained: Diversify Your Portfolio & Investment Options
Personal Capital recently announced that we are offering private equity for our high net worth clients. But exactly what is private equity? It is well-known that proper diversification is the key to p
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Market Update: Trump & Fed News Impacting Equity Markets
On Friday, President Trump announced flexibility on extending the March 1st deadline on the current trade deal with China. Over the past several months concerns over the impact of an escalating trade
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Weekly Market Analysis: Equity Markets Gain Momentum
Broadly, U.S. and International equity markets rallied on Friday to finish the week in positive territory. Global equities finished both the one month and year-to-date periods in positive territory as
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February 2019 Capital Markets Review: Performance & Key Trends
Stocks maintained momentum from January, though rose at a slower pace. Most major indexes have now recouped losses incurred in the month of December but remain below 2018 summer highs. International s
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ECB Stimulus Plan & Global Market Performance - Weekly Market Digest
Global markets took a breather this week as they digested events overseas, key economic data reports and a cut in 2019 global growth forecasts. Many of the major global indexes were down for five stra
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Navigating a Bear Market: Expert Strategies for Portfolio Protection
[stumble]Craig Birk, Personal Capital’s Executive Vice President of Portfolio Management, answers your top questions about how to keep your portfolio safe during a bear market situation. This article
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Verifying Financial Advisor Trustworthiness: A Comprehensive Guide
The financial services landscape is increasingly complex, and it’s tough to know whether you are getting your money’s worth from your financial advisor. In fact, according to our 2019 Fina
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Global Stock Market Update: Positive Trends & Trade Deal Signals
Absent any significant bad news on economic or trade fronts, global stocks resumed their upward climb for the year. While there were no major announcements, indications from the US and China suggested
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Negotiating Equity Compensation: A Guide for Professionals
With news of Lyft’s investor road show for its initial public offering (IPO) hitting the headlines, we are reminded of how important a strong equity compensation package is for your career. Many
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Weekly Market Analysis: Navigating Volatility & Economic Uncertainty
This week US and Global markets grappled with what to weigh more heavily – the benefit of a broader extension of an easy monetary policy from US and European central banks, or concerns around th
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Financial Advisor Compensation: Understanding How 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
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Restricted Stock Units (RSUs): A Comprehensive Guide
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 co
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March 2019 Capital Markets Review: Global Stock & Bond Performance
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 Febru
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Understanding the Yield Curve: Market Insights & S&P 500 Update
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,
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HSA vs. FSA: Understanding the Key Differences & Which is Right for You
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
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Q1 2019 Market Review: Analysis & Outlook | Personal Capital
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 & Comment
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Market Update: S&P 500 Ends Streak Amid Trade War Concerns & Fed Insights
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
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Socially Responsible Investing (SRI): Align Your Investments with Your Values
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 include SRI as part of our holistic investme
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Understand Your Savings Interest: Why Traditional Accounts Are Confusing
*Some parts of this article were updated on March 17th, 2020. If you asked me how much I’m earning in interest on my savings account, I couldn’t tell you. What I do know, is that the numbers on my sta
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Understanding Healthcare Organizations: Types & OptionsThe range of health care organizations includes facilities that provide treatment, tests, rehabilitation and therapy. It also includes the plans we rely on to help pay for our health care. Whether you...
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Understanding the Consequences of Ignoring Collection AgenciesNot paying a collection agency can carry severe consequences. Creditors often hire collection agencies to help them collect debts from individuals who have previously defaulted on payment obl...
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Understanding Reinsurance: Protecting the Insurance IndustryReinsurance companies, also known as reinsurers, are companies that provide insurance to insurance companies. In other words, reinsurance companies are companies that receive insurance liabilities fro...
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Eliminate Bank Fees: A Comprehensive Guide for 2022It really is possible not to pay unnecessary fees to your financial institution. ...