Founded by Bill Harris – who is the former CEO of Intuit and PayPal – Personal Capital is a Registered Investment Advisor (RIA) through the Securities Exchange Commission (SEC). It’s designed to help you track your financial accounts so you can monitor your overall net worth, and most of their employees are Certified Financial […]
Compared to earlier generations, Millennials are having a difficult time adjusting to life as adults. The Great Recession of 2007 has delayed their ability to start a career, which has also hindered their ability to save for retirement. And it’s not just the younger generation that has been affected by this change in the […]
Personal Capital in a Nutshell
Personal Capital is an online platform and mobile app to help you understand your money and invest it more wisely. Personal Capital is really two services: 1) a Personal Finance aggregator, for every financial/investment account you have, and 2) a discounted investment advising and wealth management service aimed at wealthy […]
It’s clear that the climate of the country has changed. People don’t feel as secure about their financial future as they once were, and the job market has become more volatile than it was 20 years ago. They want short-term employees, and that makes it hard for people to get a steady job. This […]
With your money spread out across many different accounts, keeping track of it can be a challenge. In fact, it can sometimes feel impossible. You’re faced with the reality of being a person with a higher net worth than most people in America. But you have to keep up with it, or you could […]
With its many powerful and user-friendly tools, Personal Capital makes it easy to manage all of your financial accounts in one place. And many of them are free. You can track your income, your expenses, your savings, and you can even manage your investments (such as mutual funds and IRAs).
Personal Capital also offers financial […]