Investments
Overview
Retirement Planner
- How do I adjust the amounts saved in the savings planner?
- Debt Paydown
- Emergency Fund
- Retirement Savings
- What is the Savings and Withdrawal Planner?
- Understanding Detailed Cash Flow in Retirement Planner
Personal Capital Advisory Services
- Notification Disclaimer
- Reschedule a Call with Your Advisor
- Social Media Disclaimer
- Why should Personal Capital Advisors manage my money?
- How will you customize my strategy?
- Who makes investment decisions and what role does my Advisor play?
Personal Strategy
- What is the strategy activity feed?
- What is the strategy projection?
- How are the returns projected?
- Does this projection take into account my actual contributions to my Personal Capital portfolio?
- Which Personal Capital strategy is modeled in this Strategy Projection?
- What’s the easiest way to increase the actual contribution to my portfolio?
Allocation Determination
- Does the Future Projection include contributions, pensions, or social security?
- Why might the historical results suggest a different outcome than the future projection?
- Why do you use historical returns?
- What are Alternatives?
- What about my individual stocks and funds?
- Can I choose or edit my Target Allocation?