Nov 23, 2016 | Legacy & Estate Planning
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...
Jan 7, 2015 | Investing & Markets
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...
Oct 29, 2014 | Personal Capital News
“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 sector is...
Oct 24, 2014 | Investing & Markets
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 – full of...
Oct 20, 2014 | Investing & Markets
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 time, you...
Apr 8, 2014 | Personal Capital News
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...
Feb 24, 2014 | Investing & Markets
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 to...
Feb 5, 2014 | Investing & Markets
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...
Nov 19, 2013 | Personal Capital News
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...
Nov 6, 2013 | Retirement Planning
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...
