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Market Update: Interest Rate Hikes & Bond Declines - Q4 2023
Q4 got off to a rocky start, with US stocks down 1.3% (VTI) and international falling 2.7% (VEU). Interest rates spiked when Fed Chairman Powell gave an upbeat assessment of the economy and said the c
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Q3 2018 Market Review: U.S. Stocks Surge Amid Global Trade Concerns
The third quarter was dominated by headlines surrounding trade conflicts, continued U.S./ international equity market divergence, and rising interest rates. Amidst a backdrop of strong economic growth
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September 2018 Capital Markets Review: Performance & Trends
The end of September marked the end of the third quarter, a strong period for U.S. stocks but lackluster for almost all other major asset classes. During September alone, foreign developed stocks post
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Weekly Market Analysis: Tech Stocks Face Volatility Amid Fed Concerns & Economic Uncertainty
The global equity correction picked up steam this week. A hawkish Fed tone caused rates to initially spike, there were concerns over slowing global growth, and trade tensions weighed on markets. Early
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Navigating Volatile Markets: A Comprehensive Investor's Guide
Life is full of uncertainties. We protect our families with life insurance and our cars and homes with auto and homeowner’s policies. But how do we protect our financial futures? Even during times of
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Stock Options: A Quick Guide to Equity Compensation
Learn all about stock options in the time it takes to steep a cup of tea: Stock options are probably the most well-known form of equity compensation. A stock option is the right to buy a specific num
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Navigating Market Volatility: The Power of Diversification
We’ve recently experienced a sudden reappearance of big down days and also some big up days, and while it’s natural to try to find what is to blame, volatility often has no obvious cause, even when lo
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Market Volatility: Navigating Uncertainty in Stocks & Trade
It was another wild week for markets. A strong relief rally on Tuesday helped push global stocks into positive territory, only to be partially offset by steep declines Thursday. Losses continue to be
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Navigating Market Volatility: A Weekly Digest & Strategy for Calm Investing
Volatility remained in the global markets this week. Relatively substantial drops in the major US equity indices occurred Wednesday, only to see those same indices rebound significantly the next day o
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Midterm Elections & Market Impact: Investor Insights
Midterm elections are coming up in less than a week, and due to the major implications that the midterms can have on fiscal policy, many investors are asking: what effect will the elections have on th
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October Market Recap: Stocks Rebound on US-China Trade Optimism
Stocks rebounded in the final days of October, softening what was otherwise a rough month. Optimism for a potential trade breakthrough between the US and China at the G20 meeting later this month help
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Market Recap: Weekly Market Performance & Key Takeaways
It was a busy week with the midterm elections, the Fed’s policy meeting, as well as ongoing quarterly earnings announcements. There was a strong global rally leading up to the midterms, which continue
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Market Recap: Key Trends & Concerns Ahead of Holiday Trading
The past week was full of familiar themes and big moves ahead of the shortened holiday trading week. There were flashes of 2015 energy price drops and 2016 Brexit headlines, but it was the continued 2
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Weekly Market Analysis: Navigating Ongoing Volatility
Firstly, I’d like to say thank you to all of our clients and users. We here at Personal Capital deeply appreciate your trust and engagement, and we look forward to continuing to serve you all in the c
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Market Recovery: Global Equity Markets Finish November Positive After Correction
Global equity markets officially entered correction territory over last 2+ months, dropping over 10% from previous highs in September through October with significant volatility through November. This
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Strategic Investment Approaches for Long-Term Success
For tips on getting a head start on the New Year by making your taxes work for you, read our free “Guide to End-Of-Year Tax Planning.”
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November Market Review: Navigating Volatility & Emerging Opportunities
In November, equity markets recouped some of the losses from October. Headline returns for the month understate choppiness along the way. Steep losses in select high-momentum tech stocks indicate that
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Weekly Market Review: Navigating Uncertainty & Portfolio Strategy
Initial post G-20 optimism on trade with China faded and stocks fell for the week. The arrest of Chinese telecom giant Huawei’s CFO in Canada over alleged Iran sanctions violations threatened to escal
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Weekly Market Update: China Impact & Bond Performance
Equities rallied early in the week when it appeared trade tensions were easing between the U.S. and China, but the party was short lived. A string of negative global economic data points sent markets
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5 Financial Resolutions for a Prosperous New Year
This is the time when many people make resolutions for the upcoming year. Determining to lose weight, eat healthier or exercise more are some of the most common New Year’s resolutions. But financially
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- Stock Market Basics: A Beginner's Guide to Investing
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- Credit Linked Notes (CLNs): A Comprehensive Explanation
- Investing vs. Trading: A Comprehensive Guide for Beginners
- Top Stocks by Generation: Investment Trends & Insights
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DIY Swimming Pools: Cost-Effective Construction & DesignA cheap swimming pool will need to be small in order to save money. Having a swimming pool in the yard is a great way to cool off in the summer and entertain friends, but not everyone is able...
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Financial Controller: Responsibilities, Skills & Career PathFinancial controllers are a varied group of accounting professionals. Mostly CPAs with a staunch regard for accuracy, process and policy, controllers’ responsibilities can vary greatly depending...
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Waive Your Amex Platinum Annual Fee: Strategies & TipsAmerican Express can waive the platinum card annual fee. American Express, or AMEX, platinum cards offer member rewards including frequent flyer miles, travel insurance and fraud protection. ...
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Financial Forecasting Methods: A Comprehensive Guide for ExecutivesFinancial forecasting arms executives with specific and accurate predictions they can use to make plans for the company, barring unforeseen circumstances. Those plans can affect everything from budget...