Keeping an Eye on the Energy Market
Earnings season is in full swing, with numerous banks reporting a strong uptick in bottom-line growth, driven almost entirely by the new tax changes. Other results were mixed, with negative surprises...
View ArticleHow Does Socially Responsible Investing Impact Your Investment Portfolio?
Socially responsible investing is a hot trend for individual investors right now. In fact, according to Morgan Stanley’s Institute for Sustainable Investing’s 2017 “Sustainable Signals” survey: 75% of...
View ArticleTesla and Tianqi Strike Lithium Deals, Brent Crude Hits $80 per Barrel
Global markets seesawed over the last five days as investors grappled with many of the same headlines, including North Korea, Iran, increasing bond yields and rebounding oil. Virtually all asset...
View ArticleClik here to view.
How Do ESG Ratings Agencies Work – And Why Should You Care?
If you are a socially-conscious investor, you may wonder who determines which companies are deemed “socially responsible” and what criteria is used. After all, one person’s view of social...
View ArticleWeekly Market Digest: The Fed Raises Interest Rates
Equities largely ignored any risk tied to President Trump’s summit in Singapore. Equities rose Monday in anticipation of the meeting and again on Tuesday. There was a brief selloff Wednesday after Fed...
View ArticleWeekly Market Digest: Fed Chairman Powell’s Testimony Met with Enthusiasm...
There was certainly no shortage of headlines this week, driving what appeared to be an investor tug-of-war between news from the Fed and escalating trade war rhetoric. A mostly upbeat testimony from...
View ArticleAsk an Expert: Is Buying a Home a Good Investment? (VIDEO)
It’s a question we get all the time: is buying a home a good investment? A primary home can be a wonderful investment, especially if you enjoy living in it. Over the last 30 years or so, real estate...
View ArticleWeekly Market Digest: Turkey Renews Fears of Emerging Markets Contagion
It was an emerging markets rollercoaster this week. The Turkish lira hit fresh lows Monday versus the dollar, escalating fears of emerging markets contagion and driving shares of EM stocks lower. After...
View ArticleWeekly Market Digest: Markets Regain Footing as Global Tensions Ease
Global stocks rebounded over most of the week as tensions surrounding trade and EM contagion abated. Investors welcomed Treasury Secretary Mnuchin’s invitation to host additional talks with China, as...
View ArticleWeekly Digest: Despite a Noisy Week, Markets Pick Up Where They Left Off
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 continued...
View ArticleWeekly Market Digest: Markets Experience Fleeting Gains on China Developments
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...
View ArticleWeekly Market Digest: Is The Selloff Over?
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 of...
View ArticleWeekly Market Digest: Trade Talk Prompts a Thursday 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...
View ArticleWeekly Market Digest: Two Steps Forward, One Step Back
The S&P 500 ended its eight day winning streak Tuesday after the U.S. announced potential tariffs on European goods, sparking fears of another trade war. The decline was short-lived, however, and...
View ArticleWhat is Socially Responsible Investing (SRI)?
Today is Earth Day, and in honor of our planet, we wanted to talk about Socially Responsible Investing, or SRI. At Personal Capital, we’re pleased to include SRI as part of our holistic investment...
View ArticleWeekly Market Digest: What Do the China Tariffs Mean for the Market?
Global equity markets sold off sharply this week as trade tensions quickly escalated between the U.S. and China. All of this unfolded after it appeared China reneged on an important aspect of the trade...
View ArticleWeekly Market Digest: What Will the Antitrust Investigations Mean for the...
U.S. stocks started the week down, particularly technology shares, on fears of increased regulation and antitrust scrutiny. However, they quickly snapped their downward trend on news the Fed was...
View ArticleWeekly Market Digest: What Should You Expect From the Fed?
U.S. stocks took a pause this week, coming off recent highs as investors digested a mixed bag of corporate earnings and the possibility for a Fed rate cut at the end of July. Bonds and gold both ended...
View ArticleA Financial Checklist for New Parents
A Financial Checklist for New Parents If you’re expecting the arrival of your first child soon, chances are you’ve got a to-do list that’s a mile long. It probably includes everything from getting the...
View ArticleWeekly Market Digest: The Fed Cuts Rates by 0.25%
This week, the U.S. Fed and the trade war each took turns knocking global stocks down from recent highs. On Wednesday, the Federal Reserve cut interest rates by 0.25%, but Chairman Jerome Powell...
View ArticleWeekly Market Digest: Trump Delays China Tariffs
Signs of deescalating trade tensions coupled with accommodative monetary policy gave investors hope that economic growth will resume and this bull market will march higher. Ten year US treasury yields...
View ArticleWeekly Market Digest: How’s the Economy Doing Heading into Q4?
U.S. equities started the week strong, posting gains on Monday and officially ending the third quarter on a positive note. However, the momentum quickly soured following disappointing data on...
View ArticleWhy is the Fed Cutting Rates?
Today, 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. It’s important to note though,...
View ArticleWeekly Market Digest: The Trade War Takes Center Stage
This week, U.S. equities moved higher, quietly hitting all-time highs on hope that a “phase 1” trade deal with China could be nearing completion. But the week was filled with twists and turns, and on...
View ArticleWeekly Market Digest: UK Elections, Fed Meetings, and Trade
It was a newsworthy week with meetings from both the Fed and the ECB, a general election in the UK, the world’s largest IPO in history, and a preliminary trade deal struck between the U.S. and China....
View ArticleWeekly Market Digest: What Will the Next Decade Bring?
We kicked off the first full work week of 2020 with plenty of geo-political controversy. Tensions flared after the U.S. killed Iranian General Soleimani in a drone strike, leading Iran to retaliate...
View ArticleWeekly Market Digest: Fears Ease that Coronavirus will Sap Global Economy
Global equities rallied with U.S. stocks once again touching record highs. This was a sharp reversal from the previous two weeks when fears of the coronavirus and its impact on global growth weighed on...
View ArticleWeekly Market Digest: Stocks Enter a Bear Market
Global stocks sold off sharply this week, with the S&P 500 having its worst single day performance since Black Monday in 1987. This also marks one of the fastest bear markets in history, after U.S....
View ArticleWeekly Market Digest: Markets Rally Amidst Hopeful Coronavirus News
Stocks rallied on reports the coronavirus outbreak was slowing in numerous global hot spots, including New York, Italy and Spain. U.S. stocks led international, with small cap showing particular...
View ArticleIs Now A Good Time To Buy Stocks?
With the longest bull run in history giving way to a bear market, you might be speculating that we’ve hit the bottom and now is a good time to start pouring money into the stock market. We often get...
View ArticleWeekly Market Digest: Is the Stock Market Recovery Warranted?
Global stocks continued their impressive rebound. Despite unemployment hitting record levels dating back to 1948, the figures came in better than expected and the rate of new jobless claims appears to...
View ArticleWeekly Market Digest: Stock Market Rally Takes a Breather
The global stock market rally finally took a breather. After a positive start to the week, equities slowly rolled over before culminating in a precipitous single day freefall on Thursday. This was at...
View ArticleWeekly Market Digest: Exploring the Proposed DOL Rule for ESG in Retirement...
Global stocks waffled throughout the week as investors continued to assess the pandemic and its impact on the economic recovery. Cases are surging in many states across the U.S., with rising numbers in...
View ArticleWeekly Market Digest: How Do Elections Impact the Market?
Stocks increased most of the week as optimism grew over a second stimulus package being negotiated within Congress and the White House. That optimism faded slightly as escalating tensions between the...
View ArticleWeekly Market Digest: Stocks Fall As Big Tech Slides
A lot happened over the last week with wildfires continuing to rage on the west coast, perhaps the strangest smoke-filled apocalyptic skies ever seen over the Bay Area, the NFL officially kicking off...
View ArticleBull Markets and Blockchains
Global stocks continued their upward march, ending the week at healthy gains. They paused only briefly Wednesday, which so far has been the only down day in 2018. Much like last year, foreign stocks...
View ArticleThis Week’s Selloff Could Indicate Volatility
It was a bruising week for stocks. After more than a 7% increase to start the year, global equities gave back half of those gains over the last five days. Investors grew skittish after a string of...
View ArticleAre Bond Fears Warranted in Light of Interest Rates Expectations?
After a sharp rebound the week before, stocks struggled early on to keep momentum. Wednesday’s release of the Fed minutes drove an end-of-day selloff and small uptick in bond yields, as fears...
View ArticleWhat Goes Up the Most Tends to Come Down the Most
It was a wild week for stocks — a seemingly fitting end to what has been a wild quarter overall. U.S. equities jumped Monday when it appeared fears of a trade war with China may have been overblown....
View ArticleWeekly Market Digest: Volatility Returns & There is No Predicting Performance
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...
View ArticleShould I Have a Socially Responsible Investment Portfolio?
Learn More About Personal Capital’s Approach Today is Earth Day, and with increasing attention around this holiday, there’s definitely a sense that change is in the air. Whether it’s the increasing...
View ArticleWeekly 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. The only day markets fell was Tuesday, immediately...
View ArticleHow 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. But the countdown has...
View ArticleWeekly Market Digest: Vaccine Update Boosts ‘Physical Economy’ Stocks
Monday’s vaccine update from Pfizer sent shares of “physical economy” stocks rallying on hopes of a faster-than-expected economic rebound. Even energy firms posted sizable double-digit gains, as such a...
View ArticleWeekly Market Digest: More Economic Pain Lies Ahead
Global stocks took a breather this week as gridlocked fiscal stimulus discussions outweighed relatively positive developments on the vaccine front. Congress successfully passed a stopgap spending bill,...
View Article
