Personal Investor

Weekly Market Recap Week Ended April 14

April 16, 2023

Except for a modest rally on Thursday, the major U.S. stock indexes traded in a narrow range for the second week in a row. The S&P 500 and the Dow both added around 1% to record their fourth positive week out of the past five and the NASDAQ generated a fractional gain.

Many people in the stock market are driven by emotions such as fear, greed, or panic.

Personal Investor

April 14, 2023

They may be tempted to buy or sell stocks based on short-term market fluctuations, news events, or rumors rather than a long-term investment strategy. Such impatience can lead to buying stocks at high prices or selling stocks at low prices, resulting in losses.

Weekly Market Recap Week Ended April 7

Personal Investor

April 10, 2023

With the start of earnings season just around the corner, the major U.S. stock indexes didn’t make any big daily movements during a holiday-shortened trading week that concluded on Thursday, prior to Friday's monthly jobs report. The S&P 500 slipped 0.1%, the NASDAQ fell 1.1%, and the Dow added 0.6%.

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

Personal Investor

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.