Personal Investor

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The Influence of Inflation on Your 401(k): Why a DWAM Financial Advisor Is Your Ultimate Ally
Personal Investor

The Influence of Inflation on Your 401(k): Why a DWAM Financial Advisor Is Your Ultimate Ally

Jan 11, 2024·3 min

Comprehensive Strategies for Navigating a Recession in All Aspects of Life
Personal Investor

Comprehensive Strategies for Navigating a Recession in All Aspects of Life

Jan 11, 2024·4 min

Markets Now January 10, 2024
Personal Investor

Markets Now January 10, 2024

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

Jan 10, 2024·2 min

Markets Now January 9th
Personal Investor

Markets Now January 9th

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

Jan 9, 2024·2 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

Jan 8, 2024·4 min

Market Recap January 5th, 2024
Personal Investor

Market Recap January 5th, 2024

Shaky start The positive momentum from stocks’ string of nine consecutive weekly gains in late 2023 didn’t extend into 2024, as the major U.S. indexes posted their first weekly declines since late October. The NASDAQ fell more than 3% for the week, with the S&P 500 and Dow posting smaller declines.

Jan 8, 2024·1 min

"The best time to plant a tree was 20 years ago. The second-best time is now"
Personal Investor

"The best time to plant a tree was 20 years ago. The second-best time is now"

Jan 5, 2024·2 min

Markets Now January 4th
Personal Investor

Markets Now January 4th

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

Jan 4, 2024·2 min

Markets Now January 3rd
Personal Investor

Markets Now January 3rd

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

Jan 3, 2024·2 min

Markets Now: January 2nd 2024
Personal Investor

Markets Now: January 2nd 2024

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

Jan 2, 2024·2 min

Market Recap Week Ended 12/29
Personal Investor

Market Recap Week Ended 12/29

Nine-week streak The major U.S. stock indexes eked out their ninth positive week in a row as 2023 wrapped up, leaving the S&P 500 just 0.6% shy of its record closing high of January 3, 2022. For the week, the Dow rose 0.8%, the S&P 500 added 0.3%, and the NASDAQ edged upward 0.1%.

Jan 1, 2024·1 min

Markets Now 12/29
Personal Investor

Markets Now 12/29

Dec 29, 2023·2 min

“Behind every stock is a company. Find out what it’s doing.”
Personal Investor

“Behind every stock is a company. Find out what it’s doing.”

Dec 29, 2023·2 min

Markets Now 12/27
Personal Investor

Markets Now 12/27

Dec 27, 2023·2 min

U.S. Stock Ownership Highest Since 2008
Personal Investor

U.S. Stock Ownership Highest Since 2008

STORY HIGHLIGHTS 61% of U.S. adults own stock; first time at that level since 2008 Stock ownership among subgroups largely similar to 2008 levels More than eight in 10 households making $75,000 or more own stock

Dec 26, 2023·3 min

Market Recap Week Ended 12/22
Personal Investor

Market Recap Week Ended 12/22

Eight in a row The major U.S. stock indexes couldn’t match the previous week’s strong results, but their modest gains were sufficient to deliver the market’s eighth positive week in a row. For the S&P 500, it was the longest such streak since November 2017; the index finished on Friday just 0.9% below its record closing high of January 3, 2022.

Dec 24, 2023·1 min

“I make no attempt to forecast the market—my efforts are devoted to finding undervalued securities.”
Personal Investor

“I make no attempt to forecast the market—my efforts are devoted to finding undervalued securities.”

Dec 22, 2023·2 min

Markets Now 12/22
Personal Investor

Markets Now 12/22

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

Dec 22, 2023·2 min

Markets Now 12/20
Personal Investor

Markets Now 12/20

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

Dec 20, 2023·2 min

The Importance of Having a Sound Financial Plan as We Approach a New Year
Personal Investor

The Importance of Having a Sound Financial Plan as We Approach a New Year

Dec 20, 2023·3 min

Markets Now 12/18
Personal Investor

Markets Now 12/18

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

Dec 18, 2023·2 min

Market Recap Week Ended 12/15
Personal Investor

Market Recap Week Ended 12/15

Seven in a row The major U.S. stock indexes climbed nearly 3%, posting their seventh positive week in a row, with the prospect of near-term interest-rate cuts providing the key catalyst. The Dow rose to a record level, eclipsing its previous high set on January 4, 2022. The S&P 500 was about 1% below its all-time high while the NASDAQ was about 8% shy of its historic peak.

Dec 17, 2023·1 min

Markets Now 12/15
Personal Investor

Markets Now 12/15

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

Dec 15, 2023·2 min

The best way to measure your investing success  – Benjamin Graham
Personal Investor

The best way to measure your investing success – Benjamin Graham

Dec 15, 2023·2 min

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