Wealth Management
Contributor's Links: Personal Capital

Odd things happen when technology and financial service veterans come together.

The founders of Personal Capital have one goal in mind: to build a better money management experience for consumers. That’s why we’re blending cutting edge technology with objective financial ... more

ALL CONTRIBUTIONS

401k Retirement Contribution Limits For 2018
It’s a new year, so it’s time to consider boosting contributions to your employer-sponsored retirement savings plan—and the federal government is willing to help (a little.)
Read
Bull Markets And Blockchains
We’re not saying we’ve reached a point of euphoria—there are still a lot of strong fundamental drivers out there. But sentiment is creeping into the “highly positive” side of the spectrum. It’s an indicator that’s certainly worth watching.
Read
2018 Tax Planning: How Tax Reform Impacts You
The new tax act, which was signed into law by President Trump on December 22, is the most comprehensive reform of the U.S. tax code in more than 30 years.
Read
Make Some Financial Resolutions For The New Year
Excessive and irresponsible use of debt is one of the biggest hindrances to financial success for many people.
Read
What Is A Trust, And Who Needs One?
Most people view trusts as something only necessary for the ultra-wealthy. But like a good whiskey, trusts don’t need to be just for the upper-income echelons.
Read
Happy Holidays (and Some Tax Reform)
The Dow, S&P, and Nasdaq all finished slightly lower on Friday, but higher for the week. President Trump signed the new tax bill, which slashes corporate tax rate to 21% from 35%. The Dow & S&P posted gains for the fifth straight week.
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications