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...
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...
Personal Capital Raises $50 Million to Accelerate Industry Change

Personal Capital Raises $50 Million to Accelerate Industry Change

“The times they are a changin’” sang Bob Dylan in 1964. A year later, Intel’s Gordon E. Moore documented that computing power grows exponentially, doubling every two years in what is now known as Moore’s Law.  Nearly 50 years later, the financial services...
Forget A Book Club: How Your Friends Can Help You Save Money

Forget A Book Club: How Your Friends Can Help You Save Money

Meghan Martin is celebrated as a rock star in Personal Capital’s Denver office. She’s been responsible for hiring most of the advisory team, helping to grow the office to nearly 100 employees in a little over a year. The hum of excitement around the office –...
The Top 5 Fall Home Maintenance Projects For The Best Returns

The Top 5 Fall Home Maintenance Projects For The Best Returns

The following is a guest post from Andrea Davis from HomeAdvisor, a company that helps find homeowners home improvement pros.  Before winter arrives, you should think about the crucial maintenance items for your home. If you don’t take care of these ahead of...
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...
Stock Options or RSUs? Your Equity Compensation Primer

Stock Options or RSUs? Your Equity Compensation Primer

Given the rise in popularity of equity as a form of employee compensation – and thus, as a portion of American’s wealth – we decided to compile and publish an overview of the basics of popular forms of equity compensation. It’s not uncommon for company stock...
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...
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...


Get to Know Your Money

App Store Staff Pick