Introducing the Education Planner

Introducing the Education Planner

Sometimes life goes as planned, and sometimes it throws us curveballs. Whether expected or unexpected, certain events have a large effect on our financial lives. So, this week, we’ve added a new feature to Personal Capital’s Web Dashboard to prepare you for...
Introducing Custom Categories

Introducing Custom Categories

Fido’s treats and toys. Jacquie’s college tuition. Mike’s hockey equipment and travel. Florida vacation house remodel. Freelance work. Sometimes life gets more specific than “miscellaneous.” You asked, we answered. Introducing our newest feature: Custom...
Apple Watch Can Fatten Your Wallet

Apple Watch Can Fatten Your Wallet

My first job after college was supporting a piece of personal finance software that helped track your spending. The job was to listen to people all day on the phone, understand their problems with the software and with their finances and solve their...
A CPO’s View On The Rise Of Wearable Devices

A CPO’s View On The Rise Of Wearable Devices

The internet of things is a big trend with connected hardware companies making big waves with exciting products and gigantic acquisitions. Fitness bands and clips are the one device that most people think of when they think wearables. Not owning one of those...
New Investment Checkup Feature On Personal Capital

New Investment Checkup Feature On Personal Capital

We’ve recently rolled out a new Investment Checkup feature available to all Personal Capital users. The new feature does the following three things to help you make better investment decisions based on your personal risk tolerance: 1) Analyzes stock...
The Full Cost of Mutual Funds

The Full Cost of Mutual Funds

It is no big secret that actively managed mutual funds generally have high fees which can be crippling to long term results. Net Expense Ratios have become widely circulated information and are the basis for many investment decisions. This is as it should...
Three Ways to Lower Investment Related Taxes

Three Ways to Lower Investment Related Taxes

In investing, it is only what you keep that counts. A 2010 study by Lipper, Inc. showed that owners of mutual funds in taxable accounts gave up an average of 0.98% – 2.08% in annual return to taxes over the last 10 years. Given that inflation adjusted...
Negative Carry

Negative Carry

Are You a Victim of Your Own Negative Carry Trade? In hedge fund speak, a “carry trade” is when you borrow money at low rates and invest in something with higher rates. The most well-known example involved the Japanese Yen—borrowing at less than 1% and...


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