Personal Investor

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Five Signs Your 2026 Financial Plan Is Truly Realistic
Personal Investor

Five Signs Your 2026 Financial Plan Is Truly Realistic

A realistic 2026 plan is one that fits your real life—not just on paper, but in the day-to-day ups and downs.

5 min
Markets Hold Steady as Fed Signals Patience on Rates
Personal Investor

Markets Hold Steady as Fed Signals Patience on Rates

Markets ended the day mostly flat after the Fed held interest rates steady and Jerome Powell signaled no urgency to resume cuts.

3 min
Why a Written Financial Plan Can Help You Sleep Better
Personal Investor

Why a Written Financial Plan Can Help You Sleep Better

Putting your financial life into a written plan can bring real peace of mind.

5 min
A Pre-Trade Checklist to Keep Emotion Out of Your Next Move
Personal Investor

A Pre-Trade Checklist to Keep Emotion Out of Your Next Move

Before your next trade, take a deep breath and give yourself space to think.

5 min
Don’t Let Recency Bias Derail Your 2026 Investment Plan
Personal Investor

Don’t Let Recency Bias Derail Your 2026 Investment Plan

It's easy to fall into the trap of thinking that last year's winners will keep winning, especially when the headlines are loud and exciting.

4 min
A 48-Hour Cooling-Off Rule for Smarter Big-Money Decisions
Personal Investor

A 48-Hour Cooling-Off Rule for Smarter Big-Money Decisions

A 48-hour "cooling-off" rule is a simple way to give yourself breathing room before making big money decisions.

5 min
Markets Push Higher Ahead of Fed Decision; S&P 500 Hits New Record
Personal Investor

Markets Push Higher Ahead of Fed Decision; S&P 500 Hits New Record

Markets kicked off the week with strong momentum as the S&P 500 touched new record highs, fueled by solid corporate earnings and continued optimism around a soft landing.

3 min
Markets Kick Off Key Week with Risk-On Sentiment; Gold Surges Past $5,000
Personal Investor

Markets Kick Off Key Week with Risk-On Sentiment; Gold Surges Past $5,000

Stocks climbed Monday as investors leaned into earnings optimism and potential economic reacceleration, while geopolitical jitters and weather-driven commodity moves pushed gold past $5,000 and natural gas sharply higher.

3 min
Personal Investor

Investors Seek Shelter in Metals as Stocks Show Signs of Fatigue

Stocks finished a turbulent week on a quiet note, with major indexes diverging.

2 min
How Often Should You Really Check Your Accounts?
Personal Investor

How Often Should You Really Check Your Accounts?

Jen used to check her investment account every single morning, often before she’d even had her coffee.

8 min
Markets Rebound Sharply as Trump Softens Tone on Greenland
Personal Investor

Markets Rebound Sharply as Trump Softens Tone on Greenland

Markets staged a strong rebound Wednesday, recouping much of the prior day's steep losses, as President Trump signaled a shift toward diplomacy over confrontation with NATO allies.

3 min
Is Your Portfolio Ready for Life’s Curveballs? A Human Approach to Financial Stress Testing
Personal Investor

Is Your Portfolio Ready for Life’s Curveballs? A Human Approach to Financial Stress Testing

Imagine this: You’re sipping your morning coffee, scrolling through the news, and suddenly you see headlines about a market crash, layoffs at your company, or rising prices at the grocery store. Would your financial plan hold up—or would panic set in?

4 min