How To Hack Charitable Giving

How To Hack Charitable Giving

Key Takeaways Focus on 1 or 2 causes where you want to make an impact. Make sure your donation will go to a qualified charitable organization with little spent on overhead. Consider donating up to 30% of your appreciated securites to avoid capital gains taxes. The...
What We Measure, We Can Improve

What We Measure, We Can Improve

Training for the Olympic Trials marathon, I used to key in on a few stats: miles logged, pace, elevation gained, and heart rate, to name a few. I used to keep a log in a Google spreadsheet that I shared with my coach so that she could analyze and keep track of my...
Detect Financial Fraud Using Personal Capital

Detect Financial Fraud Using Personal Capital

James Prister has been using Personal Capital for over a year. Recently, upon logging into his Personal Capital app for a routine check-in on his money, he noticed a few transactions on his Cash Flow Analyzer tool that didn’t look familiar. It turns out they were...
Real Data Suggest Gender Biases in Investing

Real Data Suggest Gender Biases in Investing

We took a look at the Personal Capital user base to see how whether the oft-cited fact that women are less risk tolerant than men holds true for our users.  Our data set reveals the following: On our 1-5 scale of risk tolerance, women are on average 7% more...
Is Your Investing Strategy on Track?

Is Your Investing Strategy on Track?

Is your investing strategy on track? Sign up here to use Personal Capital’s free Investment Checkup to see for yourself. Risk and return.  They’re the fundamental units of measure of any investing strategy.  They’re also crucial to understanding – and measuring – your...
What it Means to be a Millionaire at Retirement

What it Means to be a Millionaire at Retirement

The question for working Millennials is no longer how to become a millionaire. It’s why you’ll need at least $1 million to retire comfortably. And if you plan to retire by the age of 65, $1 million dollars might not even be enough. The focus of this blog post is...


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