Personal Investor
1313 articles published. Filtered to Personal Investor. Show all categories .
Coordinating Multiple Employer Plans With One Strategy
Many people accumulate retirement savings in several different employer plans—current and former 401(k)s, 403(b)s, 457(b)s, and similar accounts.
Feb 26, 2026 · 5 min
Stocks Slip as Nvidia Fails to Reignite AI Momentum
Stocks finished mostly lower as enthusiasm around artificial intelligence cooled despite strong earnings from Nvidia, while oil reversed earlier gains on signs of progress in US-Iran nuclear talks.
Feb 26, 2026 · 2 min
High Earners: Maximizing Tax Deferral in Workplace Retirement Plans
If you’re a high earner, your workplace retirement plan—such as a 401(k), 403(b), or 457(b)—is likely your main tool for reducing your current tax bill and building future retirement wealth.
Feb 25, 2026 · 5 min
Nvidia Outlook Reignites AI Trade, Lifts Stocks Late
Stocks extended their rebound with a second straight day of gains, led by technology shares, as investors positioned for Nvidia’s earnings and digested ongoing debate around AI disruption and trade policy.
Feb 25, 2026 · 2 min
401(k) Loans: The Hidden Costs of “Borrowing From Yourself.”
Many people are attracted to the idea of "borrowing from themselves" with a 401(k) loan.
Feb 24, 2026 · 5 min
Tech Rebound Eases AI Fears as Markets Stabilize
Stocks rebounded after Monday’s AI-driven selloff, with technology shares leading gains as investors reassessed disruption risks and positioned ahead of key catalysts.
Feb 24, 2026 · 2 min
AI Disruption Fears and Tariff Uncertainty Drive Risk-Off Selloff
Stocks retreated as renewed anxiety over AI disruption and fresh tariff uncertainty dampened risk appetite.
Feb 23, 2026 · 2 min
Stocks Shake Off Tariff Shock; Bonds Drift as Fiscal Questions Linger
Stocks rallied to close out a solid week after the Supreme Court struck down President Trump’s broad tariff program, with investors viewing the decision as more of a fiscal complication than an economic shock.
Feb 20, 2026 · 2 min
Iran Tensions Lift Oil, Pressure Equities
Stocks pulled back Thursday as rising U.S.-Iran tensions pushed oil to a six-month high and tempered risk appetite
Feb 19, 2026 · 4 min
Tech Rebounds as Solid Data Offsets Hawkish Fed Minutes
Stocks advanced as investors balanced resilient economic data and a rebound in technology shares against a more cautious tone in the latest Federal Reserve minutes.
Feb 18, 2026 · 2 min
AI Anxiety Drives Another Volatile Session
Stocks recovered from early losses to finish marginally higher, but the tone remains fragile following last week’s tech-led pullback.
Feb 17, 2026 · 2 min
What Diversification in a 401(k) Really Looks Like (Beyond Just Owning Lots of Funds)
If we were chatting over coffee about your 401(k), I'd say: true diversification isn’t just about having a bunch of different funds.
Feb 16, 2026 · 5 min
Markets Tumble as AI Anxiety Sparks Broad Deleveraging
Markets sold off sharply Thursday as mounting fears over AI-driven disruption triggered a shift in sentiment, leading to a broad-based risk-off move.
Feb 12, 2026 · 3 min
Strong Jobs Data Pushes Back Fed-Cut Timeline
Markets digested a stronger-than-expected January jobs report that eased recession concerns but reduced the urgency for Fed rate cuts.
Feb 11, 2026 · 2 min
Tech Pushes S&P 500 Toward Record as Markets Brace for Key Economic Data
US equities extended last week’s sharp rebound, with technology stocks powering the S&P 500 back toward record territory.
Feb 9, 2026 · 3 min
Markets Rebound Sharply as Dow Clears 50,000 on Aggressive Dip-Buying
Markets staged a powerful rebound Friday, snapping a risk-off stretch as investors aggressively bought the dip in equities and crypto.
Feb 6, 2026 · 2 min
Wall Street Slide Deepens as AI, Software and Crypto Unwind Gains
Wall Street’s selloff deepened as pressure on technology, AI-linked software, and crypto accelerated, with weak US labor data adding to concerns about stretched valuations and economic momentum.
Feb 5, 2026 · 2 min
Rotation Pressure Deepens as Tech Slide Continues
Markets were mixed Wednesday as tech stocks saw another steep selloff, led by software and semiconductor names.
Feb 4, 2026 · 3 min
Markets Reverse as Tech Retreats, Small Caps Shine Amid Rotation
Markets stumbled Tuesday as investors rotated out of mega-cap tech into value and cyclical names, dragging the S&P 500 and Nasdaq lower.
Feb 3, 2026 · 2 min
Stocks Rebound as Manufacturing Surges; Rate Cut Bets Pushed Back, Gold Slumps
Stocks rebounded with support from unexpectedly strong manufacturing data, halting a recent losing streak.
Feb 2, 2026 · 2 min
Dollar Soars, Gold Crashes as Trump Nominates Warsh for Fed Chair
Markets ended the week on a volatile note as President Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Fed Chair jolted rate expectations and triggered the biggest dollar rally since May.
Jan 30, 2026 · 2 min
A Simple Monthly Money Meeting Agenda for Couples
Regular “money meetings” offer couples a relaxed, structured way to connect about their finances—before any issues have a chance to grow.
Jan 30, 2026 · 4 min
Aligning Money Goals When You and Your Partner See Risk Differently
Shared financial goals thrive when both partners genuinely feel understood—especially around risk and priorities.
Jan 29, 2026 · 4 min
Markets Rebound from Intraday Lows as Broader Rotation Gains Momentum
Dip buyers reemerged Thursday after early-session weakness, helping markets claw back losses triggered by renewed skepticism around AI-driven tech spending.
Jan 29, 2026 · 3 min
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