Personal Investor

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Markets Now
Personal Investor

Markets Now

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

2 min
Lowering inflation can have several positive effects on your finances
Personal Investor

Lowering inflation can have several positive effects on your finances

3 min
Markets Now
Personal Investor

Markets Now

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

2 min
Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.
Personal Investor

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.

4 min
Market Recap Week Ended July 21st
Personal Investor

Market Recap Week Ended July 21st

Mixed results With earnings season well under way, the Dow and the S&P 500 posted their second weekly gains in a row while the NASDAQ finished slightly lower. Through Friday—and the second week of earnings season—the proportion of S&P 500 companies that had beaten analysts’ quarterly net income expectations stood at 75%, according to FactSet.

1 min
Markets Now
Personal Investor

Markets Now

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

2 min
“Know what you own, and know why you own it.” — Peter Lynch
Personal Investor

“Know what you own, and know why you own it.” — Peter Lynch

Lynch emphasizes the importance of understanding the companies or assets you invest in and having a clear rationale for owning them.

2 min
Visualizing 90 Years of Stock and Bond Portfolio Performance¬
Personal Investor

Visualizing 90 Years of Stock and Bond Portfolio Performance¬

Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in decades that both asset classes posted negative annual investment returns in tandem.

3 min
Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.
Personal Investor

Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.

Start Early and Lead by Example: Teach your daughters about money from a young age.

2 min
Markets Now
Personal Investor

Markets Now

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

2 min
Transparency is a critical aspect of the relationship between financial advisors and their clients.
Personal Investor

Transparency is a critical aspect of the relationship between financial advisors and their clients.

Building Trust: Transparency fosters trust between our financial advisors and the client.

3 min
Markets Now
Personal Investor

Markets Now

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

2 min