Personal Investor
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We offer holistic personal financial planning to set you up for success.
Feb 7, 2024 · 1 min
Your journey to financial success begins with the motivation to make the changes you need.
Feb 7, 2024 · 3 min
Markets Now February 5, 2024
Feb 5, 2024 · 2 min
Market Recap Week Ended February 2, 2024
Another positive week The major stock indexes slipped on Wednesday following a U.S. Federal Reserve meeting but regained their footing to post gains on Thursday and Friday. The S&P 500, the Dow, and the NASDAQ all climbed more than 1% overall; for the S&P 500, it was the 13th positive result out of the past 14 weeks.
Feb 5, 2024 · 1 min
Markets Now February 2. 2024
Feb 2, 2024 · 2 min
“Investing is the intersection of economics and psychology.”
Feb 2, 2024 · 2 min
Markets Now February 1, 2024
Feb 1, 2024 · 2 min
Americans More Upbeat on the Economy
In their own words: How people feel about the economy
Feb 1, 2024 · 1 min
"Unlock Your Financial Future: Why Diversification is a Must for Long-Term Savings!"
Feb 1, 2024 · 2 min
Markets Now January 31, 2024
Jan 31, 2024 · 2 min
Markets Now January 30, 2024
Jan 30, 2024 · 2 min
Markets Now January 29, 2024
Jan 29, 2024 · 2 min
Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets.
Jan 29, 2024 · 4 min
Market Recap Week Ended January 26, 2024
Record heights The S&P 500 and the Dow edged slightly above the record highs that they achieved the previous week and rose for the 12th time out of the past 13 weeks. The NASDAQ also posted a modest weekly gain but remained 3.7% below its historic high achieved on November 19, 2021.
Jan 29, 2024 · 1 min
Markets Now January 26, 2024
Jan 26, 2024 · 2 min
"The key is in not spending time, but investing it."
Jan 26, 2024 · 2 min
Demystifying Capital Gains: Understanding Taxes on Your Investments
Jan 26, 2024 · 4 min
Markets Now January 25, 2024
Jan 25, 2024 · 2 min
Markets Now January 24, 2024
Jan 24, 2024 · 2 min
"Ultimately, nothing should be more important to investors than the ability to sleep soundly at night"
Jan 24, 2024 · 2 min
Markets Now January 22, 2024
Jan 22, 2024 · 2 min
Market Recap January 19, 2024
S&P 500 and Dow records Major U.S. stock indexes added to the previous week’s gains, and a rally on Friday pushed the S&P 500 to a level that broke its previous all-time closing high set on January 3, 2022. The Dow topped a record that it had set 17 days earlier. The latest gains marked the 11th positive week out of the past 12.
Jan 22, 2024 · 1 min
Markets Now January 19, 2024
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jan 19, 2024 · 2 min
"Buy not on optimism, but on arithmetic"
Jan 19, 2024 · 2 min
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