Personal Investor
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How Major Asset Classes Have Performed Since 2020
Over the past five years, global markets have experienced dramatic shifts, shaped by the pandemic, evolving monetary policies, and geopolitical tensions.
Jun 16, 2025 · 3 min
Planning for Healthcare Costs in Retirement
Healthcare expenses are not just significant, but they also pose a potential financial strain that retirees often underestimate.
Jun 16, 2025 · 4 min
University of Michigan’s Consumer Sentiment Index: June 2025 Rebound Signals Easing Tariff Fears, Lingering Caution
This month’s positive shift was not a mere blip, but a broad-based improvement seen across all major groups. Joanne Hsu, Director of the Surveys of Consumers, noted that improvements were unanimous, spanning all ages, income levels, political affiliations, and regions.
Jun 16, 2025 · 4 min
The Midday Market Roundup for Monday, June 16, 2025
Markets remain on edge as hostilities between Israel and Iran continue, with reciprocal strikes over the weekend targeting refineries and gas facilities.
Jun 16, 2025 · 3 min
The Pulse: Global Economic and Market News for Friday, June 13, 2025
June 13, 2025, was marked by heightened geopolitical tensions, volatile energy prices, and shifting investor sentiment. Markets worldwide reacted sharply to the escalating conflict in the Middle East, ongoing trade policy developments, and evolving expectations about central bank actions.
Jun 13, 2025 · 3 min
The Midday Market Roundup for Friday, June 13, 2025
Oil prices remain volatile as geopolitical tensions in the Middle East continue to influence global energy markets.
Jun 13, 2025 · 2 min
The Pulse: Global Economic and Market News for Thursday, June 12, 2025
On June 12, 2025, global financial markets navigated a mix of softer U.S. inflation data, volatile trade negotiations, and heightened geopolitical tensions.
Jun 12, 2025 · 4 min
Midday Market Roundup for Thursday, June 12, 2025
Global markets remain volatile as investors react to the latest developments in U.S.-China trade negotiations.
Jun 12, 2025 · 3 min
The Pulse: Global Economic and Market News for Wednesday, June 11, 2025
U.S. and global markets traded lower on June 11, 2025, as investors digested a lackluster outcome from U.S.-China trade talks, a cooler-than-expected U.S. inflation report, and persistent geopolitical and policy uncertainties
Jun 11, 2025 · 4 min
Midday Market Roundup for Wednesday, June 11, 20025
The surge in U.S. stocks was a direct response to President Trump's announcement of a trade deal framework with the United Kingdom. His suggestion of potential tariff reductions on China further fueled the market rally.
Jun 11, 2025 · 4 min
The Pulse: Global Economic and Market News for Tuesday, June 10, 2025
Global markets were mixed on June 10, 2025, as investors weighed the latest World Bank economic outlook, ongoing U.S.-China trade talks, and expectations for upcoming U.S. inflation data.
Jun 10, 2025 · 3 min
Midday Market Roundup for Tuesday, June 10, 2025
The World Bank has sharply cut its 2025 global growth forecast, citing persistent trade tensions and widespread policy uncertainty.
Jun 10, 2025 · 4 min
The Pulse: Global Economic and Market News for Monday, June 9, 2025
U.S. and global markets were steady to higher on June 9, 2025, as investors focused on high-level U.S.-China trade talks underway in London, with hopes for progress on tariffs and broader economic tensions.
Jun 9, 2025 · 3 min
Midday Market Roundup for Monday, June 9, 2025
Global markets are steady to higher as investors focus on high-level U.S.-China trade talks underway in London.
Jun 9, 2025 · 4 min
The Pulse: Global Economic and Market News for Friday, June 6, 2025
U.S. stock indices rallied on June 6, 2025, as a stronger-than-expected jobs report alleviated recession concerns, and signs of easing tensions between President Donald Trump and Tesla CEO Elon Musk bolstered investor sentiment.
Jun 6, 2025 · 3 min
Midday Market Roundup for Friday, June 6, 2025
The U.S. economy added 139,000 jobs in May, slightly above economists’ expectations but marking a slowdown from earlier in the year.
Jun 6, 2025 · 4 min
Navigating Taxes for Optimal Wealth Growth
Jun 6, 2025 · 2 min
The Pulse: Global Economic and Market News for Thursday, June 5, 2025
U.S. and global markets ended the day mixed on June 5, 2025, as investors reacted to volatile trading, weak economic data, and uncertainty surrounding U.S. trade policy and global economic growth.
Jun 5, 2025 · 4 min
The Pulse: Global Economic and Market News for Wednesday, June 4, 2025
U.S. and global markets ended mixed on June 4, 2025, as investors digested new tariff hikes, weak economic data, and a cautious global growth outlook.
Jun 4, 2025 · 4 min
Midday Market Roundup for Wednesday, June 4, 2025
Global Stocks Hit Record Highs on Tech Rally and Trade Optimism
Jun 4, 2025 · 4 min
Midday Market Roundup for Monday, June 2, 2025
Wall Street Wavers as Trade Tensions and Tariff Uncertainty Return
Jun 2, 2025 · 4 min
S&P 500’s Record May Rally Sparks Analyst Caution Amid Looming Market Risks
May 30, 2025 · 1 min
Midday Market Roundup for Friday, May 30, 2025
Global Equity Funds See Outflows as Tariff Fears Rise.
May 30, 2025 · 4 min
The Pulse: Global Economic and Market News for Thursday, May 29, 2025
U.S. and global markets rallied on May 29, 2025, as investors cheered a major U.S. court decision that blocked most of President Donald Trump’s recent import tariffs, easing trade tensions and boosting risk appetite.
May 29, 2025 · 4 min
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