Personal Investor
1313 articles published. Filtered to Personal Investor. Show all categories .
Accelerate your investment account’s growth with automatic recurring contributions
An obvious but under-utilized tool that can quickly accelerate an investment account's growth is a commitment to automatic recurring contributions.
Sep 3, 2020 · 2 min
Cash: Trash or King?
Undoubtedly, you are familiar with the adage “cash is king.” It is a well-known expression sometimes used in analyzing businesses or investment portfolios.
May 11, 2020 · 3 min
Importance of Consulting a Financial Advisor for the Baby Boomer Generation
Is your financial plan on track? Are you diversified to weather the storm when the markets react negatively?
Apr 21, 2020 · 2 min
We're here for you as always
The last few weeks have been difficult. The exogenous shock of COVID-19 has created an atmosphere of confusion and panic across the globe.
Mar 13, 2020 · 3 min
Credit Score
Individual credit scores and what affects them can be a complicated and sometimes a mysterious part of personal finance.
Sep 27, 2019 · 3 min
Are you spending as much time following your finances as you are your NCAA Bracket?
After months of watching different college teams, listening to post-game recaps, and shocking injuries we are now in the middle of March Madness.
Mar 26, 2019 · 2 min
What should I do?
Showcased by gains in the S&P 500 for all twelve months, 2017 was the least volatile year in the stock market since at least 1986.
Nov 21, 2018 · 2 min
Are you ready to retire?
When the time comes, will you be able to retire comfortably? As retirement age approaches, many individuals belatedly review their finances to see if they can afford to stop working.
Sep 26, 2018 · 2 min
Do your investments reflect your values?
As social responsibility and environmental awareness become more popular, the demand for ESG investments has grown as well.
Jul 26, 2018 · 2 min
"An investment in knowledge pays the best interest" - Benjamin Franklin
We encounter people all the time that ‘just want to learn more about the stock market’ or ‘I wish I knew more about money.’
Jun 19, 2018 · 2 min
“Youth is wasted on the young” George Bernard Shaw
Youth can be such a beautiful thing. It implies hope, learning, growth, dreams, aspirations to change the world.
May 30, 2018 · 2 min
“Investing is the intersection of economics and psychology” Seth Klarman
So the question is why does the average equity investor meaningfully underperform the broad equity market?
Apr 24, 2018 · 2 min
“Money, it’s a gas” Pink Floyd
Money, it’s a gas. And besides driving us to build our careers, education, and countless other aspects of our lives around it, its most relevant purpose is, unquestionably,
Mar 27, 2018 · 2 min
What does money mean to you?
Feb 27, 2018 · 2 min
"Risk comes from not knowing what you're doing," Warren Buffett
Nov 14, 2017 · 1 min
The one rate that is more important than return
Investors have a laser focus on returns, which makes sense. Making the most of what you have saved means finding a high-return option in an appropriate risk and expense category. But there’s a rate that’s far more crucial to your rate of return, when it comes to retiring with the most resources possible.
Sep 25, 2017 · 2 min
Has the rally left your portfolio exposed?
Investors in the stock market have enjoyed strong performance, for the most part, since the lows of 2009 — the S&P 500® index, for example, has risen in excess of 225%. And in addition to strong returns, we have seen little of the volatility that typically scares investors out of the market.
Jul 6, 2017 · 2 min
Don't navigate this alone.
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