Whether you’re just getting started on your financial journey or have already made significant progress, a financial professional can help. There are many different types of professionals who manage clients’…
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PITI stands for Principal, Interest, Taxes, and Insurance. This is what makes up your monthly mortgage payment. Calculating your PITI number will help you determine how much house you can…
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Capital Markets Perspective brings you what to watch in the markets this week, published in partnership with Great-West Investments. Buckle up, folks … We have encountered some turbulence. The market…
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As an investor, there are a few key metrics you can use to determine how well an investment is paying off and how much cash flow you’re getting from it.…
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Ask an Advisor is a Personal Capital series that addresses investors’ most pressing questions. Do you want to ask an advisor a question related to personal finance, financial planning, retirement,…
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If you’ve ever done your own taxes, you’ve seen the term adjusted gross income, or AGI. It’s calculated by subtracting — or deducting, in tax speak — certain expenses you…
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Discussing money with your partner is often challenging. Everybody develops their own money mindset during their childhood. Sometimes we aren’t necessarily financially compatible with the people we fall in love…
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Key Takeaways Matching 401(k) contributions are the additional contributions made by employers, on top of the contributions made by employees. These matches are made on a percentage basis, such as…
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Anytime you’re investing, you’re agreeing to take on a certain amount of risk. And as you probably know, there’s a direct correlation between risk and reward. The higher your expected…
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Anytime you’re investing, you’re agreeing to take on a certain amount of risk. And as you probably know, there’s a direct correlation between risk and reward. The higher your expected…
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It’s no longer the case that investors have to hire costly wealth managers to help them oversee their investments. Thanks to technology, there are more options available now than ever…
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Investing & Markets June 8, 2022 There are two types of stock options: Incentive Stock Options (ISOs) and Nonstatutory Stock Options (NSOs). ISOs are generally what come to mind when…
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The differences between investment vehicles can be confusing for many investors. For example, exchange-traded funds (ETFs) and index funds (a type of mutual fund) can be a source of confusion…
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Recency bias is a nasty deceiver, but it can be avoided if you know what to look for. If you’re a long-term investor, you need to get comfortable with the…
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Investing & Markets June 6, 2022 May felt doom and gloomy for many investors, but when the dust settled, the U.S. total stock market was only marginally lower and global…