Investment Checkup

Overview

• ★ What are the primary limitations of the Investment Checkup?
• ★ What is the purpose of the Investment Checkup?
• How do I adjust my advisory fees?
• Why does your performance graph not match the performance from my institution?

Allocation Determination

• ★ Can I choose or edit my Target Allocation?
• ★ How do Target Allocations compare to accounts managed by Personal Capital Advisors?
• ★ What is a Target Allocation and how is it selected?
• 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?

See all 9 articles

Costs Determination

• ★ What is Turnover Ratio?
• ★ What is Tax Cost Ratio?
• ★ What is Expense Ratio?
• ★ How is the Cost of Fees over Time chart calculated?
• ★ Why do you group fees by account?
• ★ What does “Fund Fees/Yr” mean?

Efficient Frontier, Historical Performance, & Monte Carlo

• ★ What does the Monte Carlo section show?
• ★ What does the Efficient Frontier section show?
• ★ What does the Historical Results section show?