Does Your Investment Risk Truly Reflect Your Real Life?

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

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Recent Blog Posts

Markets End Strong Year on Soft Note as 2025 Wraps

Personal Investor
December 31, 2025

Stocks ended 2025 with a fourth straight day of losses, trimming gains but still closing out a strong year.

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Three Levers, One Future: How Saving, Allocation, and Behavior Will Shape Your 2026 Financial Results

Personal Investor
December 31, 2025

Year-end market headlines are always attention-grabbing, but real financial success depends on the three levers you can actually control: saving, allocation, and behavior. 

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Markets Drift Lower as Year-End Nears; Fed Minutes Reinforce Rate Cut Expectations

Personal Investor
December 30, 2025

Stocks edged lower Tuesday for a third straight session, with trading thin and few new catalysts to shift sentiment.

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Habits, Not Hype: How to Turn Your 2026 Investment Resolutions into Automatic Wins

Personal Investor
December 30, 2025

Habits, Not Hype: How to Turn Your 2026 Investment Resolutions into Automatic Wins Turning good intentions into lasting investing habits for 2026 starts with a clear picture of your ideal financial life—and making that vision part of your daily routine. 

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Tech Weakness Leads Stocks Lower; Precious Metals Retreat Sharply

Personal Investor
December 29, 2025

U.S. equities slipped Monday as a late-year rotation out of tech dragged major indexes into the red.

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Behavior Checkup 2025: Did Your Investing Actions Truly Match Your Beliefs?

Personal Investor
December 29, 2025

Year-end performance is important, but the real value of 2025 lies in how closely your actions reflected your investing beliefs and written plan. 

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Memphis, TN 38119

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