Personal Investor

Mastering Financial Goal Setting: Strategies for Investments, Cash Flow, and Adapting to Life Changes

Personal Investor
September 25, 2025

When we talk about building wealth and securing our future, everything starts with clear financial goal-setting. 

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Markets Cool as Powell Stays Vague on Cuts; Tech Takes a Breather

Personal Investor
September 23, 2025

U.S. equities slipped from record highs Tuesday, led by a sharp pullback in the "Magnificent Seven" tech names.

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Markets Rally on AI Optimism as Nvidia Leads Tech Surge

Personal Investor
September 22, 2025

Markets kicked off the week on a strong note, with the S&P 500, Nasdaq, and Dow all notching fresh all-time highs.

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Estate Planning Strategies: How to Adapt Your Plan in Uncertain Times

Personal Investor
September 22, 2025

Estate planning in 2025 demands flexibility and foresight. With evolving laws, changing tax thresholds, and an unpredictable economy, it’s more important than ever for families and individuals to review and update their plans.

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Markets Rally to New Highs Despite Valuation Concerns

Personal Investor
September 19, 2025

U.S. equities capped off the week with fresh all-time highs, shrugging off valuation warnings as the Federal Reserve’s dovish pivot reinforced bullish momentum.

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Markets Digest Expected Fed Rate Cut With Modest Moves; Tech Slips on China Tensions

Personal Investor
September 17, 2025

Markets mostly treaded water following the Federal Reserve’s well-telegraphed decision to cut interest rates by 25bps and signal two more cuts this year.

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