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Plan Together with Personal Capital Cash™ Joint Account

Plan Together with Personal Capital Cash™ Joint Account

When we first introduced Personal Capital Cash™ last June, we were pleased to offer the opportunity for individuals to earn more interest on their cash. Then we then started thinking about how we can continue to meet the needs of modern families—whether it’s...
Personal Capital is Ten Years New

Personal Capital is Ten Years New

October marks our ten year anniversary, and we’re incredibly grateful to everyone who uses and loves our tools, our wealth management clients, and the entire Personal Capital team for an amazing decade. We couldn’t have done it without you. Because of this...
How to Master a Household Budget

How to Master a Household Budget

Online banking, budgeting software, and personal finance apps have made money management easier than ever, allowing users to categorize and track monthly expenses in a streamlined way that wasn’t possible with excel or the paper balance sheet. Still, good...
Survey: How Affluent Americans Handle Their Finances

Survey: How Affluent Americans Handle Their Finances

We are excited to announce the release of our second annual Affluent Family Financial Support Survey. The survey of individuals in the U.S. with household investable assets of at least $500,000 examined how affluent parents balance the needs and expectations...
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 Smart Withdrawal™

Introducing Data-Driven Smart Withdrawal™

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 Smart Withdrawal™

Introducing Smart Withdrawal™

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...