Personal Investor
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"The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." - Seth Klarman
Cycles: The stock market tends to go through cycles of booms and busts.
Jun 16, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 15, 2023 · 2 min
10-Year Annualized Forecasts for Major Asset Classes
While there’s no way of predicting the future, quantitative models can help us come up with a general idea of how different asset classes may perform in the future.
Jun 15, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 14, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 13, 2023 · 2 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 12, 2023 · 2 min
Having a financial plan can provide several advantages and benefits
Goal Setting: A financial plan helps you set clear and specific financial goals. Whether saving for retirement, buying a home, starting a business, or paying off debt, a plan gives you a roadmap to achieve those goals.
Jun 11, 2023 · 3 min
Market Recap Week Ended June 9, 2023
Inching upward The S&P 500 rose for the fourth week in a row, climbing to its highest level in nearly 10 months. Each of the major U.S. indexes produced a fractional weekly gain in a mostly quiet week of trading.
Jun 11, 2023 · 1 min
Market Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 9, 2023 · 2 min
"The best investment you can make is in yourself." - Warren Buffett
When Warren Buffett says, "The best investment you can make is in yourself," he emphasizes the importance of personal development and acquiring knowledge and skills.
Jun 9, 2023 · 1 min
Markets Now
Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.
Jun 8, 2023 · 2 min
The Largest Bond Markets in the World
In 2022, the global bond market totaled $133 trillion. As one of the world’s largest capital markets, debt securities have grown sevenfold over the last 40 years. Fueling this growth are government and corporate debt sales across major economies and emerging markets.
Jun 8, 2023 · 3 min
Markets Now
Every weekday afternoon, get a snapshot of global markets and key company, economic, and world news of the day.
Jun 7, 2023 · 2 min
Women and investing: women and men may face different challenges.
Jun 7, 2023 · 1 min
Market Recap Week Ended June 2nd
Momentum shift Lifted by a strong monthly U.S. jobs report and the resolution of the debt ceiling battle, stocks rallied on Thursday and Friday as the major indexes posted weekly gains of around 2%. The results pushed the S&P 500 above a narrow range that it has traded in since the start of April.
Jun 4, 2023 · 1 min
"The investor of today does not profit from yesterday's growth." - Warren Buffett
This quote suggests that investors should not assume that the historical growth or success of a particular investment or company will automatically lead to future profitability.
Jun 1, 2023 · 1 min
77 percent of women believe if they had a financial advisor to help them, they’d feel more confident about their financial future.
A 2021 Fidelity study found that 64 percent of women want to be more financially active.
May 31, 2023 · 1 min
Weekly Market Recap Week Ended May 26
Mixed market U.S. stock indexes started the week on a negative note but shifted in a positive direction on Thursday and Friday. Results varied widely, with the NASDAQ posting a 2.5% total return, the S&P 500 adding 0.3%, and the Dow slipping 1.0%.
May 28, 2023 · 1 min
"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1" - Warren Buffett
Buffett's first rule, "Never lose money," highlights the principle of capital preservation. He believes protecting your capital should be a primary focus because losing a substantial portion of your investment can significantly hinder your ability to generate long-term returns. By avoiding significant losses, you can ensure that your capital remains intact and has the potential to grow over time.
May 25, 2023 · 2 min
Why the next economic recovery may be stronger than expected.
While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?
May 25, 2023 · 3 min
As investors worry about a recession, what steps can you take to boost your financial security.
Diversify your portfolio: Diversification is a fundamental principle of investing. Spread your investments across different asset classes, such as stocks, bonds, real estate, commodities, and various industries and geographic regions. This helps reduce the risk associated with any single investment and can mitigate the impact of a recession on your overall portfolio.
May 23, 2023 · 3 min
Weekly Market Recap: Week Ended May 19
The major U.S. stock indexes posted weekly gains, with the NASDAQ outperforming the S&P 500 and the Dow for the fourth week in a row. The S&P 500’s gain of 1.6% lifted that index above a narrow range that it had been stuck in since the start of April.
May 21, 2023 · 1 min
"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett
In baseball, a "called strike" refers to a pitch deemed a strike by the umpire without the batter attempting to swing at it. By saying that the stock market is a "no-called-strike game," Buffett means that as an investor, you are not penalized for letting opportunities pass by without taking action. In other words, you are not obligated to invest in every stock or opportunity that comes your way.
May 19, 2023 · 2 min
Getting Started with Investing and Budgeting in Times of Economic Uncertainty
In the face of economic uncertainty, including inflation, federal debt limit talks, and the possibility of a recession, many individuals are concerned about their financial well-being. It can be challenging to navigate investments and budgeting during such times.
May 16, 2023 · 3 min
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