Markets Digest Rotation as Tech Falters, Small Caps Surge

Stocks showed mixed performance Thursday as investors continued a sharp rotation out of mega-cap tech and into small caps, energy, and defense.

Recent Blog Posts

Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing

Personal Investor

January 8, 2026

Avoiding “all-or-nothing” decisions at the start of the year can help reduce risk, avoid unnecessary taxes and trading costs, and support more consistent long term investment results. Instead of making big, dramatic changes, a rules based rebalancing process offers a steadier and less stressful way to adjust your portfolio than swinging between 100% cash or 100% aggressive investments.

Does Your Investment Risk Truly Reflect Your Real Life?

Personal Investor

January 7, 2026

If the market dropped 25% this year, would your life plans still feel okay—or would everything suddenly be on hold?

Markets Climb to New Highs on AI Momentum, Rate Cut Optimism

Personal Investor

January 6, 2026

U.S. equities extended their rally Tuesday, with the S&P 500 closing at a new all-time high, buoyed by renewed enthusiasm for AI-related stocks and growing confidence in Fed rate cuts.

Put Your Savings on Auto Pilot: How Payroll Deductions and Smart 401(k) Increases Do the Work for You

Savings

January 6, 2026

Auto pilot features such as payroll deductions, automatic bank transfers, and scheduled 401(k) increases allow your savings to grow in the background, so you don’t have to rely on willpower every payday.