Personal Investor

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Spotting the Hidden Risks in Emerging Fintech Investments
Personal Investor

Spotting the Hidden Risks in Emerging Fintech Investments

Emerging fintech companies are constantly rolling out new digital tools that promise to make personal finance, lending, payments, and investing easier than ever.

4 min
Markets Edge Higher as Tech Megacaps Lead Ahead of Key AI Earnings
Personal Investor

Markets Edge Higher as Tech Megacaps Lead Ahead of Key AI Earnings

U.S. stocks pushed to fresh record highs Tuesday, powered by gains in the largest tech names as investors positioned for a critical stretch of AI-related earnings.

2 min
Investing with Confidence: How to Help Ensure Every Investment Suits You
Personal Investor

Investing with Confidence: How to Help Ensure Every Investment Suits You

Today, let’s discuss an important responsibility that every investor has: making sure that every investment you choose genuinely fits your own goals, investment time horizon, and comfort with risk.

3 min
Market Rally Continues on US-China Trade Optimism, AI Momentum
Personal Investor

Market Rally Continues on US-China Trade Optimism, AI Momentum

Stocks surged to fresh record highs Monday as optimism around a potential US-China trade deal combined with expectations of Fed rate cuts and strong AI-related earnings drove broad risk-on sentiment.

2 min
Stocks Hit Record Highs as Soft Inflation Data Cements Fed Rate Cut Bets
Personal Investor

Stocks Hit Record Highs as Soft Inflation Data Cements Fed Rate Cut Bets

Markets rallied to fresh highs Friday as a cooler-than-expected inflation report gave investors more confidence in the Fed’s path toward rate cuts.

3 min
Stocks Gain as Investors Monitor China Trade News, Earnings Results; Oil Futures Surge
Personal Investor

Stocks Gain as Investors Monitor China Trade News, Earnings Results; Oil Futures Surge

U.S. equities rebounded Thursday, led by strength in technology stocks as investors digested a busy slate of corporate earnings and shifting U.S.-China trade headlines.

3 min
Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns
Personal Investor

Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns

Markets pulled back broadly Wednesday, led by a selloff in speculative assets and high-momentum names.

3 min
How to Help Navigate Crypto Safer: Understanding SEC Rules and Protecting Your Investments
Personal Investor

How to Help Navigate Crypto Safer: Understanding SEC Rules and Protecting Your Investments

As digital assets and cryptocurrencies become more popular, the U.S. Securities and Exchange Commission (SEC) has stepped up its efforts to protect investors.

3 min
Markets Pause as Rally Shows Signs of Fatigue; Gold Sells Off Sharply
Personal Investor

Markets Pause as Rally Shows Signs of Fatigue; Gold Sells Off Sharply

Stocks ended mixed Tuesday, with the Dow pushing to a record high while the broader market showed signs of consolidation.

3 min
Markets Rally as Earnings Impress, Geopolitical Tensions Ease
Personal Investor

Markets Rally as Earnings Impress, Geopolitical Tensions Ease

Markets continued their rebound with a strong session, as the S&P 500 notched a 1.1% gain: its best two-day stretch since June.

3 min
Recognizing Biased Investment Advice: Why Working with a Fiduciary RIA Like DWAM Matters
Personal Investor

Recognizing Biased Investment Advice: Why Working with a Fiduciary RIA Like DWAM Matters

Conflicted and biased investment advice remains a significant challenge for individual investors.

4 min
Navigating Volatile Markets: Human Strategies for Long-Term Investment Success.
Personal Investor

Navigating Volatile Markets: Human Strategies for Long-Term Investment Success.

Navigating risk in volatile markets is crucial for anyone hoping to achieve long-term investment success.

3 min