Personal Investor

Weekly Market Recap: Week Ended May 19

May 21, 2023

The major U.S. stock indexes posted weekly gains, with the NASDAQ outperforming the S&P 500 and the Dow for the fourth week in a row. The S&P 500’s gain of 1.6% lifted that index above a narrow range that it had been stuck in since the start of April.

"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett

Personal Investor

May 19, 2023

In baseball, a "called strike" refers to a pitch deemed a strike by the umpire without the batter attempting to swing at it. By saying that the stock market is a "no-called-strike game," Buffett means that as an investor, you are not penalized for letting opportunities pass by without taking action. In other words, you are not obligated to invest in every stock or opportunity that comes your way.

Getting Started with Investing and Budgeting in Times of Economic Uncertainty

Personal Investor

May 16, 2023

In the face of economic uncertainty, including inflation, federal debt limit talks, and the possibility of a recession, many individuals are concerned about their financial well-being. It can be challenging to navigate investments and budgeting during such times.

Weekly Market Recap Week Ended May 12

Personal Investor

May 14, 2023

Rerun week The S&P 500 and the Dow finished with small weekly declines while the NASDAQ eked out a tiny gain, repeating the pattern from the previous week, with the Dow underperforming again and the NASDAQ outpacing both of its peers.

"To be a successful investor, you have to be able to admit mistakes. I think that’s the single biggest obstacle to success." - Seth Klarman

Personal Investor

May 12, 2023

When Seth Klarman says, "To be a successful investor, you have to be able to admit mistakes. I think that's the biggest obstacle to success," he emphasizes the importance of recognizing and accepting one's investment errors. Klarman is a well-known investor and the founder of Baupost Group, a prominent hedge fund.

Four financial considerations for women to take control of their financial future:

Personal Investor

May 10, 2023

Building financial confidence throughout your life is crucial. Partnering with a financial advisor, such as Duncan Williams Asset Management, can provide guidance tailored to your circumstances and help you confidently achieve your financial goals.