Good Financial Cents

JUNE 11, 2023

In fact, the only feature that differentiates the free version from Personal Capital’s premium product is their personalized portfolio management. All of the features aside from the personalized portfolio management are absolutely free, so there’s really no reason not give them a try.

Management 80

Management Investing Investments Accounting 80

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. *The The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Please see the end of the presentation for a complete list of terms and definitions.

Portfolio 52

Portfolio Asset Allocation Clients Assets 52

Brown Advisory

OCTOBER 4, 2021

Chart covers both the equity and fixed income portions of the sustainable model portfolio and the MSCI ACWI Index. . The portfolio information above represents a model portfolio. It is not representative of an actual portfolio. Please see the end of the presentation for a complete list of terms and definitions. .

Portfolio 52

Portfolio Asset Allocation Clients Assets 52