Personal Investor

Tracking Annual Limits and Catch-Up Contributions: Helping Employees Maximize Tax-Advantaged Saving

Personal Investor
July 23, 2026

Every year, the IRS adjusts the contribution limits for 401(k) plans, IRAs, and other tax-advantaged accounts to keep pace with inflation.

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Inflation Cools, But the Fed Isn't Ready to Call It Over

Personal Investor
July 20, 2026

Inflation just posted its biggest surprise of the year. June's CPI fell 0.4% — the first monthly drop in six years — but don't get too comfortable. 

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Markets Drift Lower Ahead of Big Tech Earnings as Oil Extends Rally

Personal Investor
July 20, 2026

U.S. stocks started the week on a mixed but softer note as investors balanced the start of a pivotal earnings week against rising geopolitical tensions in the Middle East.

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AI Valuation Fears Trigger Chip Selloff Despite Strong Earnings

Personal Investor
July 16, 2026

Stocks pulled back as investors reassessed the sustainability of the AI investment boom, with semiconductor shares leading the decline despite strong results from Taiwan Semiconductor Manufacturing.

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Oil Shock Reshapes Market Focus

Personal Investor
July 14, 2026

Markets turned risk-off Monday as escalating tensions between the U.S. and Iran pushed oil prices sharply higher, raising concerns about inflation and the potential for tighter Federal Reserve policy.

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Earnings Optimism Lifts Stocks as Markets Look Past Geopolitics

Personal Investor
July 10, 2026

U.S. equities ended the week on a positive note as investors looked ahead to second-quarter earnings season, with optimism around corporate results outweighing renewed geopolitical headlines.

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