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Wealth Management
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 advice. We ...more

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Stock Options Vs. RSUs: How They Differ
Companies don’t always do the best job of educating folks on what their holdings are actually worth.
Weekly Market Digest: Holidays, Vaccine Optimism Drive U.S. Stocks To All-Time Highs
This week acts as a fresh reminder that, while at an individual level COVID-19 continues to wreak havoc, the markets continue to run higher despite the challenges faced by many.
How I Set My Financial Priorities
When it comes to your financial game plan, it can be difficult to know where to start.
Weekly Market Digest: Stocks Slide As 2020 Election Looms, COVID-19 Cases Rise
The U.S. Presidential election is less than a week away, new COVID-19 infections are setting records globally and within the U.S., and France and Germany have entered lockdowns again.
Weekly Market Digest: Big Tech Draws Big Focus From Regulators
Beyond the expected focus on the impending election, and the coronavirus, this week was marked by the increased impending regulatory scrutiny of big tech.
Weekly Market Digest: Uncertain Stimulus Timeline May Drive Volatility
U.S. stocks were flat for the week while international stocks were down. In Europe, data showed a resurgence in new coronavirus cases per day, sparking talks of potential renewed lockdown measures.
How Will The Presidential Election Impact The Stock Market?
The 2020 U.S. Presidential election is now less than 30 days away, and with COVID still surging across the country, mail-in ballots are already being collected and tallied.
Weekly Market Digest: All Eyes On Stimulus
All eyes on stimulus. For the second week in a row, optimism over another fiscal stimulus package was the primary narrative driving equities higher.
COVID-19 Pandemic: A Study On American Spending Habits
With home buying seeing all-time highs while travel is at a standstill, there is no question COVID-19 has had a drastic impact on our behaviors and routines.
Week In Review: The Fed Votes To Keep Interest Rates Near Zero
Major U.S. stock indexes were down for the week with the tech sector weighing heavily on returns. Unloved areas of the market like international, small-cap and value stocks all held relatively better and were actually up for the week.
Stocks Fall As Big Tech Slides
A lot happened over the last week, but that had little to do with the stock market, which ended the week lower as large technology stocks continued their slide. Recent unemployment figures also pointed to an economy continuing to struggle.
How Long Will The Low Interest Rate Environment Last?
The S&P 500 index extended its winning streak to 6 days in a row this week. Improving economic data, positive developments in the fight against the coronavirus, and renewed investor confidence in loose monetary policy drove stocks higher.
Weekly Market Digest: Is Big Tech Pricing Rational?
This week as Apple crossed the threshold of becoming a $2 trillion-dollar company, some investors paused to take note of its rapid rise in value. Curiously, while Apple’s stock price has tripled since early 2019, so has its Price to Earnings ratio.
Weekly Market Digest: How Do Elections Impact The Market?
Stocks were strong all week, however market optimism faded slightly as escalating tensions between the U.S. and China caused a selloff in technology firms on Friday, and stimulus negotiations hit a stalemate between parties.
Weekly Market Digest: Why It’s Important To Manage Concentration Risk
The virus, U.S. response, and presidential election continue to be front and center in the minds of investors. With so much uncertainty still ahead, we believe diversified portfolios will begin to look more and more attractive.
Why It’s Important To Manage Concentration Risk
We ended a volatile week with mixed results, as U.S. stocks finished higher, while international equities finished lower. Safe-haven assets like gold and U.S. Treasuries both finished higher on the week, as investors digested mixed economic data.
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