Personal Investor

Customized financial planning

March 29, 2023

We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.

Weekly Market Recap Week Ended March 24, 2023

Personal Investor

March 27, 2023

Another choppy week A key U.S. Federal Reserve meeting and continuing concerns about bank stability dominated the week as the major U.S. stock indexes recorded gains of 1% to 2%. Despite the overall rise, markets were unsettled, shifting quickly between gains and losses.

Diversification

Personal Investor

March 24, 2023

Don’t put all your eggs in one basket. It’s a key axiom when it comes to managing your money.

Investing in your 20s and 30s is a great way to set yourself up for long-term financial success.

Personal Investor

March 21, 2023

Here are some investment strategies for investing in your 20s and 30s:

Market Recap Week Ending March 17, 2023

Personal Investor

March 21, 2023

Down, up, down, up, down—and up for the week. That was the story last week as the stock market navigated regional bank volatility in the lead-up to this week’s key interest rate announcement. Last Monday the S&P 500 (SPX) fell to its lowest low since January 3, but zigzagged its way to a five-day high on Thursday, and ended the week with a gain despite pulling back on Friday:

Estate Planning

Personal Investor

March 20, 2023

Estate planning is the process of preparing for the distribution of your assets after you pass away. It can help ensure that your assets are handled per your wishes and minimize the tax consequences for your heirs. Here are some key elements of estate planning: