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Bear Market vs. Recession: Understanding the Difference & Market Outlook
If it was not already assumed, it has now been confirmed there will be NO Santa Rally this year with only one abbreviated trading day left to go before the holiday. The market instead flaunted its ugl
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Navigating Market Volatility: Avoiding Emotional Investment Mistakes
Recency Bias During Bull Markets New investors who have been in the market for nearly a decade may have never seen a bear market. Additionally, many of folks who were investing in the last bear seem t
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Portfolio Diversification: Protecting Your Investments During Market Volatility
This is part one of a series on portfolio diversification and asset allocation…some of the best safeguards against market volatility. U.S. markets have taken a volatile turn in the last few mont
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2018 Year-End Market Review: Navigating Volatility & Potential Bear Market
Hello Readers – It has been an interesting close to 2018, to say the least. We have 1 more full trading day left in the year, and this may be the first year in recent memory where US stocks close out
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2019 401(k) Contribution Limit: Maximize Your Retirement Savings
As we ring in the New Year, it’s time to consider boosting contributions to your employer-sponsored retirement savings plan—and the federal government is willing to help (a little.) The maximum contri
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Asset Allocation: Building a Resilient Portfolio for Market Volatility
This is part 2 of the “Withstanding Market Cycles” series on portfolio diversification and asset allocation…some of your best safeguards in times of volatility. For part one of the s
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Weekly Market Update: Apple's Earnings & Fed Policy – January 2019
2019 is off to a wild start. Disappointing revenue guidance from Apple sparked fears around a general earnings slowdown, a harder than expected landing in China and recession in general. The mood swun
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Portfolio Risk & Return: Navigating Market Volatility
This is part 3 of the “Withstanding Market Cycles” series on portfolio diversification and asset allocation…some of your best safeguards in times of volatility. Part 1: The Benefits of Portfolio Dive
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Weekly Market Update: Equities Rally Amid Positive Economic Signals
Global equities continued their upward march on the back of last week’s positive jobs report and dovish comments from Fed Chairman Jerome Powell. Trade talks between China and U.S. also showed signs o
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Market Update: Trade Optimism & Government Shutdown Concerns
Major US indices strung together a fourth straight week of gains and finished the week strong on optimism over US and China trade negotiations. Financials were the strongest performing sector for the
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Government Shutdown & Economic Impact: Understanding the Effects
Government Shutdown 2019 We have now experienced the longest government shutdown on record. This has disrupted nine Federal Departments, and if a Federal worker is deemed “essential” they must work wi
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Q4 2018 Market Review & 2019 Economic Outlook - Analysis & Insights
Q4 2018 Market Performance and 2019 Outlook Q4 Market Performance In the fourth quarter of 2018, global equities fell 13% and on Christmas day were down 20% from the high last January. The US was hit
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Federal Government Reopening & January Market Performance - Weekly Digest
Last minute on Friday of this week President Trump announced that a tentative deal had been reached to reopen the Federal government for a period of three weeks. This brings temporary respite to the r
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Understanding Your Portfolio Review: What to Expect
What Should I Expect From Personal Capital’s Complimentary Portfolio Review? Personal Capital offers free, no-obligation portfolio reviews as part of an introductory consultation with a financia
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January Market Review: Fed Shifts Tone & Trade Optimism Fuel Gains
January finished strong, as dovish comments from the Fed and encouraging signs on trade with China boosted spirits. Fed Chairman Powell changed tune from last year by not only saying the central bank
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January 2019 Capital Markets Review: Global Stock Market Rebound
Capital Markets Review: January 2019 Global stocks ignored a lengthy government shutdown and bounced back from a dour December. Declines in the fourth quarter of 2018 were largely attributed to three
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Market Update: US-China Trade Concerns Trigger Weekly Reversal
Global equities started the week strong, maintaining their positive momentum until Thursday’s dour news on the U.S.-China trade front sparked a reversal. Foreign equities fell the hardest, although a
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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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Millennial Home Buying Guide: Budgeting & Insurance TipsTips to help turn those homebuying dreams into reality. From outstanding credit card debt to massive student loans, financial difficulties are barring more and more millennials from becom...
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Balance Transfers & Credit Scores: How They Work & Impact Your Ratingdiv.cus...
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Child Tax Credit Installment Payments: Final Days to Apply for Up to $3,600Many or all of the products here are from our partners that pay us a commission. It’s how we make money. But our editorial integrity ensures our experts’ opi...
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COVID-19 Car Insurance Rebates: Are You Eligible?Nobody can really claim that there's an upside to the coronavirus outbreak. At best, we've got people who do the right thing when called to do it. Not everyone is an essential worker, but even...