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 ... more


3 Tips For Successfully Managing Your 401k
All 401k plans are different, so the best way to get personal advice on your specific situation is to talk to an advisor.
Why Is The Fed Cutting Rates?
The Federal Reserve cut interest rates by 0.25%. The rate cut was anticipated by many due to sluggish economic growth abroad and softening economic growth at home.
4 Tips For Living Well On A Fixed Income
When they hear the term “fixed income,” many people envision a paltry monthly living allowance that provides little if any discretionary funds to enable someone to actually enjoy their life.
Weekly Market Digest; Zero-Fee Brokerages?
Nothing in life is truly free so be cognizant of what you are paying no matter where the fee is coming from.
What Moved The Markets In August?
We believe it is critical for investors to maintain a balanced view and consider both sides of the story. Low rates create uncertainty but also promote higher stock valuations.
A Beginner’s Guide To Portfolio Diversification
We've all heard the phrase, "don't put all your eggs in one basket." But what exactly does that mean when it comes to your portfolio?




Latest Posts
The Four Perils Of Self-Managing Your Investments
While there is a small minority of people who are relatively successful as self-managers, the majority negatively impact their overall financial portfolio and underperform the market.
Get To Know Your Advisors: What Are You Looking Forward To In Retirement?
Meet some of the Personal Capital advisors who help clients with retirement goals, and find out what they will be doing in their golden years!

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