Personal Investor

Transparency is a critical aspect of the relationship between financial advisors and their clients.

Personal Investor

July 19, 2023

Building Trust: Transparency fosters trust between our financial advisors and the client.

Markets Now

Personal Investor

July 17, 2023

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets

Personal Investor

July 16, 2023

The Fear & Greed Index is a way to gauge stock market movements and whether stocks are fairly priced. The theory is based on the logic that excessive fear tends to drive down share prices, and too much greed tends to have the opposite effect.

Market Recap Week Ended July 14

Personal Investor

July 16, 2023

Bouncing back The major U.S. stock indexes climbed around 2% to 3%, regaining ground they had lost the previous week and then some, with the S&P 500 and the NASDAQ reaching their highest levels in 15 months. The NASDAQ’s gain of more than 3% was its best weekly result in four months.

The Top Investment Quotes Every Investor Should Know

Personal Investor

July 13, 2023

From Warren Buffett to John Maynard Keynes, the financial greats offer insights that often last for decades. Not only have they lived through several market cycles, their understanding of the market is foundational to their success.