Personal Investor

1313 articles · All categories →

Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets and key company, economic, and world news of the day.

2 min
Women and investing: women and men may face different challenges.
Personal Investor

Women and investing: women and men may face different challenges.

1 min
Market Recap Week Ended June 2nd
Personal Investor

Market Recap Week Ended June 2nd

Momentum shift Lifted by a strong monthly U.S. jobs report and the resolution of the debt ceiling battle, stocks rallied on Thursday and Friday as the major indexes posted weekly gains of around 2%. The results pushed the S&P 500 above a narrow range that it has traded in since the start of April.

1 min
"The investor of today does not profit from yesterday's growth." - Warren Buffett
Personal Investor

"The investor of today does not profit from yesterday's growth." - Warren Buffett

This quote suggests that investors should not assume that the historical growth or success of a particular investment or company will automatically lead to future profitability.

1 min
77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.
Personal Investor

77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.

A 2021 Fidelity study found that 64 percent of women want to be more financially active.

1 min
Weekly Market Recap Week Ended May 26
Personal Investor

Weekly Market Recap Week Ended May 26

Mixed market U.S. stock indexes started the week on a negative note but shifted in a positive direction on Thursday and Friday. Results varied widely, with the NASDAQ posting a 2.5% total return, the S&P 500 adding 0.3%, and the Dow slipping 1.0%.

1 min
"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1" - Warren Buffett
Personal Investor

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1" - Warren Buffett

Buffett's first rule, "Never lose money," highlights the principle of capital preservation. He believes protecting your capital should be a primary focus because losing a substantial portion of your investment can significantly hinder your ability to generate long-term returns. By avoiding significant losses, you can ensure that your capital remains intact and has the potential to grow over time.

2 min
Why the next economic recovery may be stronger than expected.
Personal Investor

Why the next economic recovery may be stronger than expected.

While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?

3 min
As investors worry about a recession, what steps can you take to boost your financial security.
Personal Investor

As investors worry about a recession, what steps can you take to boost your financial security.

Diversify your portfolio: Diversification is a fundamental principle of investing. Spread your investments across different asset classes, such as stocks, bonds, real estate, commodities, and various industries and geographic regions. This helps reduce the risk associated with any single investment and can mitigate the impact of a recession on your overall portfolio.

3 min
Weekly Market Recap: Week Ended May 19
Personal Investor

Weekly Market Recap: Week Ended May 19

The major U.S. stock indexes posted weekly gains, with the NASDAQ outperforming the S&P 500 and the Dow for the fourth week in a row. The S&P 500’s gain of 1.6% lifted that index above a narrow range that it had been stuck in since the start of April.

1 min
"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett
Personal Investor

"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett

In baseball, a "called strike" refers to a pitch deemed a strike by the umpire without the batter attempting to swing at it. By saying that the stock market is a "no-called-strike game," Buffett means that as an investor, you are not penalized for letting opportunities pass by without taking action. In other words, you are not obligated to invest in every stock or opportunity that comes your way.

2 min
Getting Started with Investing and Budgeting in Times of Economic Uncertainty
Personal Investor

Getting Started with Investing and Budgeting in Times of Economic Uncertainty

In the face of economic uncertainty, including inflation, federal debt limit talks, and the possibility of a recession, many individuals are concerned about their financial well-being. It can be challenging to navigate investments and budgeting during such times.

3 min