Personal CapitalRobo-Advisor Strategy

Personal Capital Retirement Planner – Great for Women

Best Retirement Planner for Women? Try Personal Capital By staff columnist, Alexandra Deluise Personal Capital Retirement Planner – My Story Finance isn’t just a man’s domain any more. The Personal Capital Retirement Planner is perfect for a women’s specific circumstances. Although everyone needs to pay attention to retirement planning, women often have very specific financial needs due to the unique circumstances they can face in the working world. It’s common for women to be paid less than men and to take (unpaid!) time off for maternity …

READ MORE →
Sign up for Personal Capital
AppsPersonal CapitalRobo Advisor Reviews

Personal Capital Review- Why You Must Sign Up for Personal Capital – 2018

Everything You Need to Know About Personal Capital – 3 Part Series You must sign up for Personal Capital because of the free Personal Capital Dashboard! You may have seen the Personal Capital TV commercials. If they didn’t draw you in, then learn why this robo-advisor or automated investment advisor is a required tool for anyone who wants to maximize their wealth. This three-part Personal Capital Review is a deep dive into their platform to see how it works and if it’s the right investment manager for you. Even …

READ MORE →
6 Best Portfolio Management Tools for Investors-Free to low fee
AppsInvesting CommentaryPersonal CapitalRobo Advisor ReviewsRobo-Advisor StrategySigFigSoFi Wealth ManagementWiseBanyan

6 Best Portfolio Management Software Tools for Investors

The Best Portfolio Management Software Makes Your Life Easier Investors need to keep track of their mutual and exchange traded funds, individual stocks and bonds for many reasons. You want to examine your investment returns, fees, asset allocation, as well as plan for retirement and more. Of course you can do it by hand or on an excel sheet, but with the excellent investment portfolio management software available, why bother? From free, to a one-time payment or on-going fees, there has never been a better selection of investment …

READ MORE →
4 Best Robo Advisors for Retirees
FutureAdvisorPersonal CapitalRobo Advisor ReviewsRobo with Financial AdvisorRobo-Advisor StrategySigFig

4 Best Robo-Advisors for Retirees – Top Digital Investment Management + Advisors

Discover the Pros and Cons of Robo-Advisors for Retirees With the robo-advisor digital investment manager becoming an increasingly popular choice amongst early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the best robo-advisors for retirees. Good news, there are robo-advisors for retirees that can manage your investments affordably! One of the great things about robo-advisors is that they are customizable. Retirees can benefit from the ability to rev up the aggression in their …

READ MORE →
ComparisonsPersonal Capital

Personal Capital Vs. Quicken Review: Deep Dive Into Top Money Management Software

Personal Capital vs. Quicken: Which One Will Handle Your Money Better? You need to manage your money well to maximize your personal wealth. To be successful, you must track your finances. Two of my favorite financial management software programs are Personal Capital and Quicken. Although Personal Capital is an automated investment advisor that manages your investments for a lower fee than typical financial advisors, it also offers an amazing free investment management dashboard. To help you make the best financial management software choice, read this …

READ MORE →
robo investment advisors with human touch
BettermentEllevestPersonal CapitalRobo with Financial AdvisorSigFigVanguard Robo-advisor

6 Robo-Advisors With Human Touch – Digital Investment Advice + Live Advisors

Let’s face it, the idea of turning one’s finances over to a robo-advisor is nerve-wracking for some. In fact, you might be skeptical about hiring a totally automated investment manager and would prefer a robo-advisor with human touch. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better than, traditional financial planners. Often, robo-advisors are more affordable than their human counterparts, and offer 24/7 service for a fraction of the cost of a traditional advisor. Since they’re …

READ MORE →
Personal Capital advisor recommended optimal asset allocation for a conservative investor
Personal CapitalRobo Advisor ReviewsRobo with Financial Advisor

Personal Capital Review – Personal Capital Advisors – Part 3

Please see affiliate disclosure below* Personal Capital Advisors Dedicated to You So far we’ve covered the rich offerings of the Personal Capital technology-assisted platform. From cash flow, investing, and retirement there are a wealth of free resources. The easy setup and robust dashboard make this robo-advisor a must for your financial and investment management-whether you use Quicken, Mint or another system. Next, learn how the dedicated Personal Capital Advisors work for you. For a deep look at the sign-up and overview, check out Part 1 …

READ MORE →
Personal Capital-Best Free Financial, Investment, Budgeting, Retirement Software
Personal CapitalRobo Advisor ReviewsRobo with Financial Advisor

Personal Capital Software Review-Comprehensive Financial Management-Part 2

Everything You Need to Know About Personal Capital’s Free Investing Tools and Cash Flow Tracking How Personal Capital Software and Investing Tools Can Help You Build Your Net Worth and Manage Your Finances In Part 1 of the best Personal Capital Review, you got an overview of the awesome free tools available through the Personal Capital platform as well as the seamless set up. If you’re still on the fence about whether this financial robo-advisor (or technology enhanced investing platform) is for you, get complete …

READ MORE →
Money saving, investing & budgeting apps.
AppsPersonal CapitalWiseBanyan

10 Top Money and Investing Apps for 2018

*Please see affiliate disclosure below. By staff columnist, Alexandra Deluise Money Apps to Simplify Your Life and Build Wealth Our society has moved so far beyond the traditional “banker’s hours” at this point. Without instant access to our finances, we would be at a complete loss. But with the wealth of information available—pun absolutely intended—how can we choose the best money apps to help us manage our finances, investments and budgets? No worries: I’ve done a lot of the legwork for you. Here are 10 of …

READ MORE →
Personal Capital dashboard - free financial management software
Personal CapitalRobo-Advisor Strategy

Bill Harris – Personal Capital’s Marketing Genius

How Bill Harris of Personal Capital Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious. Start with iconic founders, create a unique product, add on extra features and finish off with an amazing free giveaway. For investors seeking a sophisticated financial and investment management platform, for free, it’s tough to beat co-founder Bill Harris’ Personal Capital product. Wealthy investors looking to minimize advisory fees and create a sophisticated “smart beta” investment portfolio, will appreciate the reasonable fees and access to human financial advisors. …

READ MORE →