Do you know how to read the candlesticks on your chart? If not don't worry. Chris Pulver created an ebook, Candlestick Cheat Sheet, that can teach you, in layman terms, the 10 most powerful candlestick patterns. It's a great start for those that are new to Forex and may want to trade on the conservative side when starting out.
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Personal Capital vs Ellevest
Review | Personal Capital Review | Ellevest Review |
Overall Rating | ||
Management Fees Annually | 0.49% - 0.89% | Emergency Funds: 0.0% Digital: 0.25% Premium: 0.50% Private Wealth Management: 0.90% |
Fund Fees | 0.09% | 0.06% → 0.16% |
Account Types | Taxable, Roth IRA, SEP IRA, Traditional IRA, Rollover IRA, Trusts, Joint | Taxable, Traditional IRA, Roth IRA, 401(k), 403(b) |
529 Guidance | ✅ | ❌ |
Chartered Financial Professionals | Dedicated Financial Advisors | ✅ |
Automatic Tax Loss Harvesting | ✅ | ❌ |
Tax Coordinated Strategy | ✅ | ✅ |
Tax Minimization Method | N/A | ✅ |
Automatic Portfolio Rebalancing | ✅ | ✅ |
Private Wealth Management | ❌ | ✅ |
Socially Responsible/Values Based Investing | ✅ | ✅ |
Supports Charitable Donations | ❌ | ❌ |
Account Minimum | $100,000 | Digital: $0 Premium: $50,000 Private Wealth Management: $1,000,000 |
Fractional Shares | ❌ | ❌ |
Retirement Planning Tools | ✅ | ✅ |
Support Real Estate Investments | ❌ | ❌ |
Investment Method | Based on risk tolerance | Based on capacity for risk |
Portfolio holdings | ETFs & Individual Securities | ETFs, Mutual Funds, Individual Debt Instruments, Individual Equities, Closed-end Funds, Partnerships, Private & Illiquid Investments |
Technology | Web-based, iOS & Android, iWatch | Web-based, iOS & Android |
Gender Focus | Male & Female | Primarily Female |
Security | Device authorization | Two-factor authentication, 256-bit SSL |
Customer Service | Phone, Email | Phone, Email |
User Experience | Excellent | Very Good |
Promotions | Free Mobile Budgeting App | N/A |
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