Personal Investor

When looking for a financial advisor, it's essential to consider several factors.

April 4, 2023

Qualifications and Credentials: Check if the advisor has relevant certifications, such as a Certified Financial Planner (CFP) or a Chartered Financial Analyst (CFA). This shows that they have met specific standards of education and experience.

Weekly Market Recap Week Ended March 31, 2023

Personal Investor

April 3, 2023

Three in a row: The S&P 500 and the NASDAQ added more than 3%, climbing for the third consecutive week and recovering more of the ground lost in a difficult February. The Dow also gained more than 3%, rising for the second week in a row.

Compound Interest: Time and patience do pay off.

Personal Investor

March 31, 2023

If there's one idea that every financial adviser would like to drum into their clients' heads, this is it. Compound interest is the ultimate equalizer. It does not care who you are, where you come from, or what you do. It will relentlessly work for you or ruthlessly punish you without regard. It's about discipline and time and is a tool that works regardless of whether you're a sales clerk at Target or a hedge-fund manager.

Customized financial planning

Personal Investor

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.