Personal Investor

Weekly Market Recap Week Ended May 12

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.

Market Recap Week Ended May 5

Personal Investor

May 8, 2023

The S&P 500 and the Dow posted modest declines that were roughly equal in scale to the previous week’s gains, while the NASDAQ was essentially flat. Although stocks made sizable daily movements in the latest week, they’ve traded in a relatively narrow range since early April.

With the Federal Reserve in the news so much, do you know how its decisions affect the economy?

Personal Investor

May 2, 2023

The Federal Reserve is responsible for implementing monetary policy in the United States, which involves setting interest rates, controlling the money supply, and regulating banks. Its decisions can have a significant impact on the economy in several ways.

Weekly Market Recap Week Ended April 28

Personal Investor

April 30, 2023

The major U.S. stock indexes stumbled on Tuesday but recovered later in the week to post modest weekly gains of around 1%. Generally strong earnings results from the biggest technology companies provided much of the week’s positive momentum.