Personal Capital News

Introducing the New Daily Capital®

Introducing the New Daily Capital®

We are excited to announce the updated and improved Daily Capital ® resources center, powered by Personal Capital. We first launched Daily Capital® in 2012 as a blog to help readers understand complex financial topics. Now, Daily Capital® has grown into a...
Introducing Data-Driven Retirement Paycheck

Introducing Data-Driven Retirement Paycheck

It takes much engineering and design to be able to model a person or family’s financial life, with all of its complexities, ambitions, changing priorities–and still be able to make it simple, intuitive and actionable for each of our customers. How We...
Introducing Retirement Paycheck

Introducing Retirement Paycheck

Retirement can be scary. It’s very common for our clients to be concerned about the longevity of their portfolios. Taking a holistic view of your entire portfolio and mapping out a long-term plan will positively impact the length and quality of your...
5 Reasons Personal Capital is Not a Robo-Advisor (Video)

5 Reasons Personal Capital is Not a Robo-Advisor (Video)

  Personal Capital is often referred to as a “Robo-Advisor” in the media. However, that is just not the case! Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes...
Humans, Technology and Better Financial Lives

Humans, Technology and Better Financial Lives

Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes on. And in an era where traditional brokerage and advisory firms are adding technology, and new contenders like...
Personal Capital: A Year in Review

Personal Capital: A Year in Review

Take a look at all we’ve achieved this past year. Looking forward to another great year creating better financial lives through technology and...
How Personal Capital Is Revolutionizing Asset Allocation

How Personal Capital Is Revolutionizing Asset Allocation

Personal Capital uses technology that combines real-time financial account aggregation, investor profile data, and a Monte Carlo projection engine to identify optimal asset allocation. Our innovation raises the bar for the financial advisory industry. Two...
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...


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