Personal Capital Discussions

Vanguard Robo Advisor v/s Personal Capital personal assistant ?

I am currently enrolled in personal capital's financial assistance, where the annual fee is 0.89%. I have been using them for the last 2.5 years. Although I get personal finance assistance, 0.89% is a high fees. I looked into Vanguard's robo advisor as a lower cost option. Do you guys have experienc

Seek referral at Personal Capital

Seeking referrals at #PersonalCapital for engineering positions. Thanks!

YNAB & Personal Capital Sync Issues

I’ve tried both apps out and they both seem to have non-stop account connection issues and sync issues. Is there a better of the two? Any other recommendations/alternatives? #personalfinance TC: 100k

Feedback on financial planning by personal capital?

Has anyone used financial planning provided by personal capital? What’s the feedback? Is it worth the fee that they charge? If not, then what other options I have. I do understand investing in ETFs and stuff, but have not been doing it effectively. Therefore looking for something that can help me g

How is "personal capital" for investment strategy?

Hello fellow blinders, Found personal capital interesting but little hesitant to enrol in their services as they have heavy fees. Anyone their client? Can you let me know their review? Thanks in advance. Yoe:4 Tc:165k

Is Personal Capital wealth management worth it?

They are charging 0.89% fees, which is a lot compared to Wealthfront/Betterment. But they claim to take a holistic view on your finance, and give you a personal team of advisors. Is it worth it to use them?

Personal capital users what’s your retirement spending

What’s your retirement spending set to in personal capital for retirement planning. Mine shows 14600 estimate from spending history. 😱🙁 Wondering what is the median number which blinders are targeting while working in Bay Area and do you set the spending decrease?

Does anyone use Personal Capital wealth management?

They charge 0.89% a year and have been selling me aggressively. They match or slightly exceed major indices / index funds, and also claim tax benefits and better diversification in the event of a (incoming) downturn. Their major argument is that simple index fund investing has done great through the

Any reviews on the Personal Capital advisors?

They seem to be charging quite a lot. (0.9% of the portifolio).

Personal capital and tracking rsus in cash flow

Anyone use personal capital to track NW? Trying to get it set up but it doesn't count my rsus as income when they come in, so my monthly income in cash flow view only accounts for the paycheck. Anyone know how to fix that? I sell my rsus as soon as I get them so want to track that dollar amount as i

Anyone help refer for Plaid/Stripe/Personal Capital

I’m really interested in applying for the DS positions in these companies. Appreciate if anyone from relevant background could help refer? Thank you!

Is personal capital wealth management really worth it? .89% on 100k

I am using free personal capital for 6 month now. Today I had a call with advisor about their wealth management service. He gave me the complete sales pitch about the services, retirement plans, and how they will invest my money with the tactical weighing. Their investment are giving ~1.6% more retu

[Financial Advice] Anyone use Personal Capital wealth advisory?

Their fees are 0.89% compared to 0.25% for Wealthfront. Difference is they have an actual person available for advisory (on taxes, retirement, planning, etc) in addition to robo advisory. I opened a small account (~15k) with Wealthfront early 2014 and have been disappointed with the results (2% tota

Does anyone use FacetWealth, Personal Capital, or Stash Wealth?

Thoughts? Experiences? Preparing for an IPO and don’t know what to do with my money

Anyone has experience dealing with Personal Capital financial advisor?

They reached out to me explained the service. They can help manage my portfolio for a flat commission of 0.89% on the dollar amount invested. Minimum investment is 100k to onboard onto their service. Anyone has any experience about is it worth it or not? TC: 200k Age: 30

How safe are the third party apps (personal capital - empower, monarch, any other) to use to consolidate the net worth

Has anyone used Empower (Personal Capital) for managing their money ? At .89% rate and 100K min AUM is it worth it ?

#personalfinance #investments

Another reason to not sell the house: Capital gains tax

https://www.wsj.com/personal-finance/home-sellers-capital-gains-tax-e00bade3?mod=hp_lead_pos11 TL;DR: If your house had a capital gains of over $500k, you'll pay tax for it. What it means: let's say you bought a house for $1M and decades later you sell it for $2M and buy a similar house for $2M, y

Post your personal finance stack

Sofi checking Goldman Marcus savings Chase sapphire reserve Apple card Citi double cashback Schwab IRA Robinhood personal capital for tracking

Today was a good day

Today, 15 years after I came to America and 10 years after my first FAANG job, I crossed my personal F.U. number. Nothing fancy, no crypto, tsla or IPOs. Thanks to a bubbly stock market (gained 1.6M in the last 12 months) and gains in Seattle area real estate. Just two faang jobs (Amzn and Goog) o

Best travel credit card?

I am leaning towards capital one venture X. Any other suggestions? For personal use.

Do you incl your unvested RSUs into your net worth?

I personally don’t want to include and want to delete the account from Personal Capital, but want to hear what others do first

Alternatives to Mint?

Bummed it’s shutting down. I’ve heard of Empower (Personal Capital), Monarch Money, and YNAB. Has anyone tried these? What do you think?

100k reached

Can’t really brag in real life so I need to get it out on Blind ;D 20k->100k this year Thx Amazon & Biden. 🙏 Tc: 150k, 0yoe 90% in VTSAX currently. Investing pretty much all of salary immediately into VTSAX every month (slow and steady wins the race!) (App for the pic is: Personal Capital

Girl with the Dragon Tattoo- real life

https://www.scribd.com/document/415542580/cv Hacked into Capital one Edit:Dont know how to take that personal info out . just linked from a public newspage .

Persona Capital Advisory worth it?

Hey everyone. I’ve been using the Personal Capital Dashboard for like 2 years as I like the way they show expenses, categories and track all net worth. I just had a Personal Capital Financial Advisory approach me and pitch me their advisory. Any of you with experience of Personal Capital Advisory?

Preferred app to view all our accounts

Hi, I already have personal finance and mint. For some reason, didn’t like mint app much. Personal capital is good but doesn’t support Robinhood. Also, lot of my accounts need constant refresh in personal capital. Any other app which is good and also supports Robinhood? How is Marcus by Goldman S

Personal finance tracking software

What do y'all use? I only know of Mint and Personal Capital, any other good suggestions?#personalfinance #investments

interview horror stories

what’s your memorable interview horror story that still haunts you? from personal diary Akuna Capital , Quant C++ It was so embarrassing Interviewer ended call within 30 min, I left touching C++ after that. TC : 0k