Personal Investor

Mid-December Checkup: Making Sure Your Portfolio’s Risk Still Fits You

Personal Investor
December 15, 2025

Mid-December is a natural checkpoint to ask whether the risk in your portfolio still fits both your life and your nerves, and small, thoughtful adjustments now can help you stay invested through whatever the next year brings. 

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Markets Pull Back as AI Stocks Weigh on Sentiment

Personal Investor
December 12, 2025

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

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

Personal Investor
December 11, 2025

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.

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

Personal Investor
December 10, 2025

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.

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Fed Decision Day: Let Your Financial Plan Interpret the Headlines

Personal Investor
December 10, 2025

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? 

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

Personal Investor
December 9, 2025

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

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