Personal Investor

1313 articles · All categories →

Three Smart Tax Moves You Can Plan Now Instead of Rushing in December
Personal Investor

Three Smart Tax Moves You Can Plan Now Instead of Rushing in December

If you wait until the end of the year to think about taxes, you’ll likely find yourself scrambling for last-minute fixes instead of making well-considered decisions.

5 min
Stocks Edge Higher as Oil Surge Keeps Volatility Front of Mind
Personal Investor

Stocks Edge Higher as Oil Surge Keeps Volatility Front of Mind

US equities posted a modest second straight advance as investors balanced resilient risk appetite against escalating geopolitical tensions and higher oil prices tied to the Iran conflict.

2 min
Oil Pullback Lifts Risk Assets as Middle East Fears Ease
Personal Investor

Oil Pullback Lifts Risk Assets as Middle East Fears Ease

Markets rallied Monday as a sharp pullback in oil prices eased inflation concerns and improved risk sentiment across equities and bonds.

2 min
What the Iran–Strait of Hormuz Crisis Means (and Doesn’t Mean) for Long Term Investors
Personal Investor

What the Iran–Strait of Hormuz Crisis Means (and Doesn’t Mean) for Long Term Investors

Escalating conflict involving Iran, Israel, and the United States, and resulting disruptions in the Strait of Hormuz, have heightened investor anxiety.

4 min
War-Driven Volatility Sends Stocks Lower as Oil Surges Above $100
Personal Investor

War-Driven Volatility Sends Stocks Lower as Oil Surges Above $100

Heightened geopolitical tensions dominated markets as escalating conflict between the U.S., Israel, and Iran drove oil above $100 and weighed on risk assets.

2 min
Oil Shock and Credit Stress Drag Markets Lower
Personal Investor

Oil Shock and Credit Stress Drag Markets Lower

Markets sold off Thursday as a sharp oil spike tied to the Iran conflict and fresh strains in private credit weighed on risk sentiment, pushing equities broadly lower while rates rose and the dollar strengthened.

2 min
Concentrated Wealth, Widening Divide: Understanding Today’s U.S. Wealth Gap U.S. Wealth Inequality at Historic Highs
Personal Investor

Concentrated Wealth, Widening Divide: Understanding Today’s U.S. Wealth Gap U.S. Wealth Inequality at Historic Highs

Recent research shows U.S. wealth inequality is at record highs. While the economy has grown, most gains have gone to the wealthiest, leaving many behind.

3 min
Oil Rally and War Risks Keep Markets on Edge
Personal Investor

Oil Rally and War Risks Keep Markets on Edge

Stocks churned and closed mixed as escalating Iran-related tensions overshadowed otherwise benign inflation data, while oil extended its rally despite the IEA’s record reserve release.

2 min
Why the Rising Cost of Living Has Become Americans’ Biggest Monetary Burden
Personal Investor

Why the Rising Cost of Living Has Become Americans’ Biggest Monetary Burden

Americans now identify the rising cost of living as their main financial concern, making it a frequent topic in discussions between registered investment advisers (RIAs) and clients.

4 min
Stocks Whipsawed by Oil Volatility as Iran War Drives Uncertainty
Personal Investor

Stocks Whipsawed by Oil Volatility as Iran War Drives Uncertainty

Markets churned Tuesday as sharp swings in oil tied to conflicting headlines around the Iran conflict drove risk sentiment, leaving equities little changed overall while rates edged higher and safe havens gained.

2 min
Pump Prices & Paydays: Why Memphis Families Should Watch This Oil Chart
Personal Investor

Pump Prices & Paydays: Why Memphis Families Should Watch This Oil Chart

Watching oil prices isn’t just for Wall Street—Memphis families can use this chart to track where local gas and energy costs are heading.

2 min
Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict
Personal Investor

Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict

At the start of the week, financial markets stumbled, and crude oil prices neared $120 a barrel amid anxiety over the escalating conflict with Iran.

3 min