Personal Investor

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Markets Pull Back as AI Stocks Weigh on Sentiment
Personal Investor

Markets Pull Back as AI Stocks Weigh on Sentiment

Stocks retreated Friday as investors took profits in high-flying AI names following disappointing updates from Oracle and Broadcom.

Dec 12, 2025 · 3 min

Markets Close Mixed as AI Caution Caps Gains; S&P 500 Hits New High
Personal Investor

Markets Close Mixed as AI Caution Caps Gains; S&P 500 Hits New High

Markets ended Thursday with a mixed tone as the S&P 500 and Dow closed at record highs, while tech stocks lagged following a disappointing report from Oracle.

Dec 11, 2025 · 3 min

Markets Rally as Fed Cuts Rates, Signals Patience on Future Moves
Personal Investor

Markets Rally as Fed Cuts Rates, Signals Patience on Future Moves

Markets finished broadly higher Wednesday after the Federal Reserve delivered its third rate cut of the year and signaled a steady-hand approach going forward.

Dec 10, 2025 · 3 min

Fed Decision Day: Let Your Financial Plan Interpret the Headlines
Personal Investor

Fed Decision Day: Let Your Financial Plan Interpret the Headlines

Fed decision days often grab headlines and stir up a lot of excitement. But the real question is: does anything the Fed says today actually change your ability to reach your long-term goals?

Dec 10, 2025 · 4 min

Markets Steady Ahead of Fed Decision as Rate Outlook Takes Center Stage
Personal Investor

Markets Steady Ahead of Fed Decision as Rate Outlook Takes Center Stage

Markets traded cautiously Tuesday, with investors holding back ahead of Wednesday’s critical Federal Reserve meeting.

Dec 9, 2025 · 3 min

Process Over Prediction: How Investors Should Approach Day One of the Fed’s Final 2025 Meeting
Personal Investor

Process Over Prediction: How Investors Should Approach Day One of the Fed’s Final 2025 Meeting

Day one of the Fed’s final 2025 meeting isn’t about making bold predictions—it’s about doubling down on discipline.

Dec 9, 2025 · 4 min

Resilient Investing Before Fed Meetings: How to Build a Stress Tested Financial Plan
Personal Investor

Resilient Investing Before Fed Meetings: How to Build a Stress Tested Financial Plan

A stress tested financial plan helps long term investors stay focused on what they can control instead of guessing the exact outcome of the next Federal Reserve meeting.

Dec 9, 2025 · 5 min

Markets Pull Back Ahead of Fed Decision as Rate Path Uncertainty Weighs on Sentiment
Personal Investor

Markets Pull Back Ahead of Fed Decision as Rate Path Uncertainty Weighs on Sentiment

Markets opened the week on a cautious note, snapping a four-day equity rally as investor focus shifted squarely to Wednesday’s pivotal Federal Reserve meeting.

Dec 8, 2025 · 3 min

Markets Edge Higher as Fed Rate Cut Decision Looms
Personal Investor

Markets Edge Higher as Fed Rate Cut Decision Looms

Stocks finished the week slightly higher as investors positioned ahead of next week’s pivotal Federal Reserve meeting.

Dec 5, 2025 · 2 min

Beat the December 31 Deadline: How to Maximize Your Year-End 401(k) Contributions.
Personal Investor

Beat the December 31 Deadline: How to Maximize Your Year-End 401(k) Contributions.

As the year draws to a close, you have a great opportunity to give your finances a final boost: maximizing your 401(k) contributions.

Dec 5, 2025 · 4 min

Cash Is Not a Plan: Why Liquidity Alone Can’t Fund Long Term Goals
Personal Investor

Cash Is Not a Plan: Why Liquidity Alone Can’t Fund Long Term Goals

Relying solely on cash isn’t a long-term strategy. While it can feel safe, cash usually won’t keep up with inflation or help your wealth grow over time.

Dec 5, 2025 · 5 min

Markets Climb as Jobs Weakness Fuels Fed Rate Cut Bets
Personal Investor

Markets Climb as Jobs Weakness Fuels Fed Rate Cut Bets

Stocks extended recent gains as softer labor data reinforced expectations for a December rate cut.

Dec 3, 2025 · 3 min

Three Questions to Ask Before You Change Your Portfolio
Personal Investor

Three Questions to Ask Before You Change Your Portfolio

When markets move quickly ahead of major events, it's only natural for investors to feel a strong urge to “do something” with their portfolios.

Dec 3, 2025 · 5 min

As the Fed Nears a Decision, Focus on Your Time Horizon
Personal Investor

As the Fed Nears a Decision, Focus on Your Time Horizon

As the Federal Reserve's December 9–10 meeting approaches, the news and opinions swirling around financial markets can become overwhelming.

Dec 3, 2025 · 3 min

Markets Hold Steady as Crypto Rebounds and Tech Leads Gains
Personal Investor

Markets Hold Steady as Crypto Rebounds and Tech Leads Gains

Stocks edged higher Tuesday, recovering modestly after a rough start to December.

Dec 2, 2025 · 3 min

December Checklist: Taxes, Behavior, and Better Decisions for 2026
Personal Investor

December Checklist: Taxes, Behavior, and Better Decisions for 2026

December is a natural time for investors to pause, tidy up their financial lives, and make a few smart moves that can boost after-tax returns heading into 2026.

Dec 2, 2025 · 4 min

What a December Fed Cut Could Mean for Your Investments
Personal Investor

What a December Fed Cut Could Mean for Your Investments

Interest rates are back in the news as many expect the Federal Reserve to lower its policy rate at the December 2025 meeting, following a recent cut to around 3.75–4.00% in October.

Dec 2, 2025 · 4 min

December Opens Lower as Crypto Rout Sparks Risk-Off Mood
Personal Investor

December Opens Lower as Crypto Rout Sparks Risk-Off Mood

U.S. equities slipped to start December as investors took a breather following a strong November run.

Dec 1, 2025 · 2 min

Markets Rebound to Cap November, Erasing Earlier Losses Despite CME Outage
Personal Investor

Markets Rebound to Cap November, Erasing Earlier Losses Despite CME Outage

Stocks closed higher in a shortened Black Friday session, wrapping up their best week since June.

Nov 28, 2025 · 3 min

Navigating the Private Markets Wave: The Critical Role of Your RIA Advisor
Personal Investor

Navigating the Private Markets Wave: The Critical Role of Your RIA Advisor

As private markets spread into the portfolios of everyday investors, navigating them without a Registered Investment Adviser (RIA) has become riskier than ever.

Nov 28, 2025 · 3 min

Markets Extend Gains as Rate Cut Bets Solidify; AI Buzz Fuels Big Tech Divergence
Personal Investor

Markets Extend Gains as Rate Cut Bets Solidify; AI Buzz Fuels Big Tech Divergence

U.S. equities climbed for a third straight session as investors grew increasingly confident the Federal Reserve could begin cutting rates as early as December.

Nov 25, 2025 · 2 min

Year-End Financial Moves: Smart Strategies for 2025 and Beyond
Personal Investor

Year-End Financial Moves: Smart Strategies for 2025 and Beyond

As 2025 comes to an end, it’s a great opportunity for investors and families to review their finances and make thoughtful decisions about their wealth.

Nov 25, 2025 · 3 min

Markets Surge on Rate Cut Hopes; Tech Leads Rebound
Personal Investor

Markets Surge on Rate Cut Hopes; Tech Leads Rebound

Markets kicked off the holiday-shortened week with a sharp rally, led by technology stocks, as expectations grew that the Federal Reserve may cut interest rates at its December meeting.

Nov 24, 2025 · 3 min

Don’t Let Scammers Steal Your Holiday Cheer: How to Shop and Give Safely This Season
Personal Investor

Don’t Let Scammers Steal Your Holiday Cheer: How to Shop and Give Safely This Season

With the holidays fast approaching, scammers are ramping up their efforts to target shoppers and those looking to give back.

Nov 24, 2025 · 3 min

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