Personal Investor

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Why the next economic recovery may be stronger than expected.
Personal Investor

Why the next economic recovery may be stronger than expected.

While many investors are focused on the timing and severity of the next recession, Jared Franz has turned his focus to longer term questions: What could be the catalysts for a subsequent recovery? And what are some of the implications of that recovery for investor portfolios?

3 min
As investors worry about a recession, what steps can you take to boost your financial security.
Personal Investor

As investors worry about a recession, what steps can you take to boost your financial security.

Diversify your portfolio: Diversification is a fundamental principle of investing. Spread your investments across different asset classes, such as stocks, bonds, real estate, commodities, and various industries and geographic regions. This helps reduce the risk associated with any single investment and can mitigate the impact of a recession on your overall portfolio.

3 min
Weekly Market Recap: Week Ended May 19
Personal Investor

Weekly Market Recap: Week Ended May 19

The major U.S. stock indexes posted weekly gains, with the NASDAQ outperforming the S&P 500 and the Dow for the fourth week in a row. The S&P 500’s gain of 1.6% lifted that index above a narrow range that it had been stuck in since the start of April.

1 min
"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett
Personal Investor

"The stock market is a no-called-strike game. You don’t have to swing at everything – you can wait for your pitch." - Warren Buffett

In baseball, a "called strike" refers to a pitch deemed a strike by the umpire without the batter attempting to swing at it. By saying that the stock market is a "no-called-strike game," Buffett means that as an investor, you are not penalized for letting opportunities pass by without taking action. In other words, you are not obligated to invest in every stock or opportunity that comes your way.

2 min
Getting Started with Investing and Budgeting in Times of Economic Uncertainty
Personal Investor

Getting Started with Investing and Budgeting in Times of Economic Uncertainty

In the face of economic uncertainty, including inflation, federal debt limit talks, and the possibility of a recession, many individuals are concerned about their financial well-being. It can be challenging to navigate investments and budgeting during such times.

3 min
Weekly Market Recap Week Ended May 12
Personal Investor

Weekly Market Recap Week Ended May 12

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.

1 min
"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

"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

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.

2 min
Four financial considerations for women to take control of their financial future:
Personal Investor

Four financial considerations for women to take control of their financial future:

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.

2 min
Market Recap Week Ended May 5
Personal Investor

Market Recap Week Ended May 5

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.

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

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

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.

2 min
Weekly Market Recap Week Ended April 28
Personal Investor

Weekly Market Recap Week Ended April 28

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.

1 min
"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton
Personal Investor

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

Templeton was a successful investor and philanthropist who believed in the importance of disciplined investing and avoiding irrational exuberance.

1 min