Personal Investor

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Inflation and Your Portfolio: What Every Investor Should Know
Personal Investor

Inflation and Your Portfolio: What Every Investor Should Know

With markets growing more volatile, November’s economic reports—especially the Consumer Price Index (CPI)—have investors watching inflation more closely than ever.

Nov 5, 2025 · 3 min

Markets Waver as Valuation Fears Resurface: Tech and Crypto Lead Broad Pullback
Personal Investor

Markets Waver as Valuation Fears Resurface: Tech and Crypto Lead Broad Pullback

Stocks fell sharply Tuesday as a string of warnings from major Wall Street executives reignited concerns about stretched valuations, particularly in tech and AI-driven names.

Nov 4, 2025 · 3 min

Protecting Your Finances: How to Spot and Avoid Holiday and Year-End Investment Scams
Personal Investor

Protecting Your Finances: How to Spot and Avoid Holiday and Year-End Investment Scams

As the holiday season gets underway, it’s important for investors to stay alert—scammers know this is a busy time when people are distracted by shopping, travel, and year-end financial planning.

Nov 4, 2025 · 3 min

Markets Open November with AI Buzz, But Broader Rally Falters
Personal Investor

Markets Open November with AI Buzz, But Broader Rally Falters

Stocks kicked off November with mixed results as renewed enthusiasm for artificial intelligence lifted big tech, while the broader market showed signs of fatigue.

Nov 3, 2025 · 3 min

Markets Stumble as Powell Puts December Cut in Doubt; Nvidia Hits $5 Trillion Milestone
Personal Investor

Markets Stumble as Powell Puts December Cut in Doubt; Nvidia Hits $5 Trillion Milestone

Markets ended mixed Wednesday after the Fed cut rates as expected but cast doubt on another move this year.

Oct 29, 2025 · 2 min

Gold's Annual Gains Poised for Biggest Rise Since the Late 1970s
Personal Investor

Gold's Annual Gains Poised for Biggest Rise Since the Late 1970s

As of late October 2025, gold is having a banner year—its best since the late 1970s.

Oct 29, 2025 · 2 min

Staying Balanced: How to Rebalance Your Investment Portfolio After Market Volatility
Personal Investor

Staying Balanced: How to Rebalance Your Investment Portfolio After Market Volatility

When the market takes you on a roller coaster ride, keeping your investment portfolio balanced can feel challenging—but it’s an important part of managing risk.

Oct 29, 2025 · 3 min

Spotting the Hidden Risks in Emerging Fintech Investments
Personal Investor

Spotting the Hidden Risks in Emerging Fintech Investments

Emerging fintech companies are constantly rolling out new digital tools that promise to make personal finance, lending, payments, and investing easier than ever.

Oct 29, 2025 · 4 min

Markets Edge Higher as Tech Megacaps Lead Ahead of Key AI Earnings
Personal Investor

Markets Edge Higher as Tech Megacaps Lead Ahead of Key AI Earnings

U.S. stocks pushed to fresh record highs Tuesday, powered by gains in the largest tech names as investors positioned for a critical stretch of AI-related earnings.

Oct 28, 2025 · 2 min

Investing with Confidence: How to Help Ensure Every Investment Suits You
Personal Investor

Investing with Confidence: How to Help Ensure Every Investment Suits You

Today, let’s discuss an important responsibility that every investor has: making sure that every investment you choose genuinely fits your own goals, investment time horizon, and comfort with risk.

Oct 28, 2025 · 3 min

Market Rally Continues on US-China Trade Optimism, AI Momentum
Personal Investor

Market Rally Continues on US-China Trade Optimism, AI Momentum

Stocks surged to fresh record highs Monday as optimism around a potential US-China trade deal combined with expectations of Fed rate cuts and strong AI-related earnings drove broad risk-on sentiment.

Oct 27, 2025 · 2 min

Stocks Hit Record Highs as Soft Inflation Data Cements Fed Rate Cut Bets
Personal Investor

Stocks Hit Record Highs as Soft Inflation Data Cements Fed Rate Cut Bets

Markets rallied to fresh highs Friday as a cooler-than-expected inflation report gave investors more confidence in the Fed’s path toward rate cuts.

Oct 24, 2025 · 3 min

Stocks Gain as Investors Monitor China Trade News, Earnings Results; Oil Futures Surge
Personal Investor

Stocks Gain as Investors Monitor China Trade News, Earnings Results; Oil Futures Surge

U.S. equities rebounded Thursday, led by strength in technology stocks as investors digested a busy slate of corporate earnings and shifting U.S.-China trade headlines.

Oct 23, 2025 · 3 min

Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns
Personal Investor

Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns

Markets pulled back broadly Wednesday, led by a selloff in speculative assets and high-momentum names.

Oct 22, 2025 · 3 min

How to Help Navigate Crypto Safer: Understanding SEC Rules and Protecting Your Investments
Personal Investor

How to Help Navigate Crypto Safer: Understanding SEC Rules and Protecting Your Investments

As digital assets and cryptocurrencies become more popular, the U.S. Securities and Exchange Commission (SEC) has stepped up its efforts to protect investors.

Oct 22, 2025 · 3 min

Markets Pause as Rally Shows Signs of Fatigue; Gold Sells Off Sharply
Personal Investor

Markets Pause as Rally Shows Signs of Fatigue; Gold Sells Off Sharply

Stocks ended mixed Tuesday, with the Dow pushing to a record high while the broader market showed signs of consolidation.

Oct 21, 2025 · 3 min

Markets Rally as Earnings Impress, Geopolitical Tensions Ease
Personal Investor

Markets Rally as Earnings Impress, Geopolitical Tensions Ease

Markets continued their rebound with a strong session, as the S&P 500 notched a 1.1% gain: its best two-day stretch since June.

Oct 20, 2025 · 3 min

Recognizing Biased Investment Advice: Why Working with a Fiduciary RIA Like DWAM Matters
Personal Investor

Recognizing Biased Investment Advice: Why Working with a Fiduciary RIA Like DWAM Matters

Conflicted and biased investment advice remains a significant challenge for individual investors.

Oct 20, 2025 · 4 min

Navigating Volatile Markets: Human Strategies for Long-Term Investment Success.
Personal Investor

Navigating Volatile Markets: Human Strategies for Long-Term Investment Success.

Navigating risk in volatile markets is crucial for anyone hoping to achieve long-term investment success.

Oct 17, 2025 · 3 min

Markets Rebound on Trump Trade Comments, Bank Recovery Caps Volatile Week
Personal Investor

Markets Rebound on Trump Trade Comments, Bank Recovery Caps Volatile Week

Stocks ended the week on a high note, buoyed by upbeat comments from President Trump on U.S.-China trade relations and a sharp reversal in regional bank shares following Thursday’s selloff.

Oct 17, 2025 · 3 min

Markets Rattle as Regional Bank Woes Resurface, AI Remains a Bright Spot
Personal Investor

Markets Rattle as Regional Bank Woes Resurface, AI Remains a Bright Spot

Markets ended lower Thursday, dragged down by fresh credit concerns in the regional banking sector.

Oct 16, 2025 · 3 min

How to Navigate Market Volatility: Building Resilience in Your Portfolio During Uncertainty
Personal Investor

How to Navigate Market Volatility: Building Resilience in Your Portfolio During Uncertainty

Market volatility is an expected aspect of investing, and the frequent swings and headlines can challenge even experienced investors. However, volatility does not have to derail your long-term financial objectives.

Oct 16, 2025 · 2 min

The Power of Automatic Investing
Personal Investor

The Power of Automatic Investing

Automatic investing is a straightforward and effective strategy to help you build wealth and develop healthy financial habits.

Oct 16, 2025 · 3 min

Stocks Climb After Volatile Session Amid Trade Tensions, Strong Bank Earnings
Personal Investor

Stocks Climb After Volatile Session Amid Trade Tensions, Strong Bank Earnings

Markets endured another choppy session Wednesday, with equities swinging on shifting headlines around U.S.-China trade tensions before rebounding on the back of upbeat financial earnings and AI optimism.

Oct 15, 2025 · 3 min

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