Personal Investor

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Visualizing 90 Years of Stock and Bond Portfolio Performance¬
Personal Investor

Visualizing 90 Years of Stock and Bond Portfolio Performance¬

Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in decades that both asset classes posted negative annual investment returns in tandem.

3 min
Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.
Personal Investor

Empowering girls to become financially confident enables them to make well-informed and responsible financial choices.

Start Early and Lead by Example: Teach your daughters about money from a young age.

2 min
Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

2 min
Transparency is a critical aspect of the relationship between financial advisors and their clients.
Personal Investor

Transparency is a critical aspect of the relationship between financial advisors and their clients.

Building Trust: Transparency fosters trust between our financial advisors and the client.

3 min
Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

2 min
Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets
Personal Investor

Cognitive biases can significantly influence investment decisions, especially when emotions such as fear and greed are driving the markets

The Fear & Greed Index is a way to gauge stock market movements and whether stocks are fairly priced. The theory is based on the logic that excessive fear tends to drive down share prices, and too much greed tends to have the opposite effect.

4 min
Market Recap Week Ended July 14
Personal Investor

Market Recap Week Ended July 14

Bouncing back The major U.S. stock indexes climbed around 2% to 3%, regaining ground they had lost the previous week and then some, with the S&P 500 and the NASDAQ reaching their highest levels in 15 months. The NASDAQ’s gain of more than 3% was its best weekly result in four months.

1 min
The Top Investment Quotes Every Investor Should Know
Personal Investor

The Top Investment Quotes Every Investor Should Know

From Warren Buffett to John Maynard Keynes, the financial greats offer insights that often last for decades. Not only have they lived through several market cycles, their understanding of the market is foundational to their success.

1 min
Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

2 min
The Fastest Rising Asset Classes in 2023
Personal Investor

The Fastest Rising Asset Classes in 2023

Many corners of the market have shown resilience despite persistent inflation and slowing economic growth in 2023. U.S. equities, international equities, and a variety of bonds have seen positive returns so far this year.

2 min
Markets Now
Personal Investor

Markets Now

Every weekday afternoon, get a snapshot of global markets, along with key company, economic, and world news of the day.

2 min
Financial Guidance for Single Women
Personal Investor

Financial Guidance for Single Women

Create a Budget: Create a budget to track your income and expenses.

3 min