Personal Investor

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Markets Kick Off Key Week with Risk-On Sentiment; Gold Surges Past $5,000
Personal Investor

Markets Kick Off Key Week with Risk-On Sentiment; Gold Surges Past $5,000

Stocks climbed Monday as investors leaned into earnings optimism and potential economic reacceleration, while geopolitical jitters and weather-driven commodity moves pushed gold past $5,000 and natural gas sharply higher.

Jan 26, 2026·3 min

Personal Investor

Investors Seek Shelter in Metals as Stocks Show Signs of Fatigue

Stocks finished a turbulent week on a quiet note, with major indexes diverging.

Jan 23, 2026·2 min

How Often Should You Really Check Your Accounts?
Personal Investor

How Often Should You Really Check Your Accounts?

Jen used to check her investment account every single morning, often before she’d even had her coffee.

Jan 23, 2026·8 min

Markets Rebound Sharply as Trump Softens Tone on Greenland
Personal Investor

Markets Rebound Sharply as Trump Softens Tone on Greenland

Markets staged a strong rebound Wednesday, recouping much of the prior day's steep losses, as President Trump signaled a shift toward diplomacy over confrontation with NATO allies.

Jan 21, 2026·3 min

Is Your Portfolio Ready for Life’s Curveballs? A Human Approach to Financial Stress Testing
Personal Investor

Is Your Portfolio Ready for Life’s Curveballs? A Human Approach to Financial Stress Testing

Imagine this: You’re sipping your morning coffee, scrolling through the news, and suddenly you see headlines about a market crash, layoffs at your company, or rising prices at the grocery store. Would your financial plan hold up—or would panic set in?

Jan 21, 2026·4 min

Reflecting on Risk: Lessons from 2025 for a Stronger 2026
Personal Investor

Reflecting on Risk: Lessons from 2025 for a Stronger 2026

Did 2025 Make You Rethink Your Risk Tolerance? When markets swung wildly in 2025, how did it make you feel?

Jan 21, 2026·4 min

Markets Slide on Tariff Threats and Geopolitical Tensions
Personal Investor

Markets Slide on Tariff Threats and Geopolitical Tensions

Markets endured their worst day since April, as renewed tariff threats from President Trump rattled investors.

Jan 20, 2026·3 min

Markets Waver as Fed Chair Speculation Rattles Bonds
Personal Investor

Markets Waver as Fed Chair Speculation Rattles Bonds

Markets were mixed Friday, closing out a choppy week as rising Treasury yields weighed on sentiment and speculation mounted around the next Federal Reserve Chair.

Jan 16, 2026·3 min

AI Optimism Lifts Tech as Small Caps Extend Historic Rally
Personal Investor

AI Optimism Lifts Tech as Small Caps Extend Historic Rally

Stocks bounced back Thursday, driven by renewed AI enthusiasm following a bullish outlook from Taiwan Semiconductor (TSMC).

Jan 15, 2026·3 min

Rotation Drives Divergence as Tech Sinks, Broader Market Holds Ground
Personal Investor

Rotation Drives Divergence as Tech Sinks, Broader Market Holds Ground

Markets extended a rotation out of megacap tech stocks, dragging the Nasdaq to its worst day in a month.

Jan 14, 2026·2 min

Markets Snap Back Despite Soft CPI
Personal Investor

Markets Snap Back Despite Soft CPI

After briefly touching fresh highs, U.S. equities reversed course Tuesday as investor optimism around softer inflation faded and JPMorgan’s earnings fell short of expectations.

Jan 13, 2026·3 min

Markets Edge Higher Despite Fed Drama
Personal Investor

Markets Edge Higher Despite Fed Drama

Markets ended modestly higher Monday, overcoming early jitters tied to escalating tensions between the Trump administration and the Federal Reserve.

Jan 12, 2026·3 min

Markets End Strong Week at Record Highs Amid Mixed Jobs Data and Trade Uncertainty
Personal Investor

Markets End Strong Week at Record Highs Amid Mixed Jobs Data and Trade Uncertainty

U.S. equities finished the first full week of 2026 on a high note, brushing aside tariff-related worries and underwhelming job creation to notch record closes across major indexes.

Jan 9, 2026·3 min

Plan Your 2026 Financial Check-Ins
Personal Investor

Plan Your 2026 Financial Check-Ins

Setting regular (quarterly or semi-annual) financial check-ins helps you stay on track with your goals.

Jan 9, 2026·3 min

Write Your 2026 Money Rules Before the Market Tests You
Personal Investor

Write Your 2026 Money Rules Before the Market Tests You

Writing a few simple money rules for 2026 can help you stay calm, stick to your plan, and avoid making knee-jerk decisions when headlines get loud.

Jan 9, 2026·5 min

Markets Digest Rotation as Tech Falters, Small Caps Surge
Personal Investor

Markets Digest Rotation as Tech Falters, Small Caps Surge

Stocks showed mixed performance Thursday as investors continued a sharp rotation out of mega-cap tech and into small caps, energy, and defense.

Jan 8, 2026·3 min

Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing
Personal Investor

Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing

Avoiding “all-or-nothing” decisions at the start of the year can help reduce risk, avoid unnecessary taxes and trading costs, and support more consistent long term investment results. Instead of making big, dramatic changes, a rules based rebalancing process offers a steadier and less stressful way to adjust your portfolio than swinging between 100% cash or 100% aggressive investments.

Jan 8, 2026·5 min

Does Your Investment Risk Truly Reflect Your Real Life?
Personal Investor

Does Your Investment Risk Truly Reflect Your Real Life?

If the market dropped 25% this year, would your life plans still feel okay—or would everything suddenly be on hold?

Jan 7, 2026·4 min

Markets Climb to New Highs on AI Momentum, Rate Cut Optimism
Personal Investor

Markets Climb to New Highs on AI Momentum, Rate Cut Optimism

U.S. equities extended their rally Tuesday, with the S&P 500 closing at a new all-time high, buoyed by renewed enthusiasm for AI-related stocks and growing confidence in Fed rate cuts.

Jan 6, 2026·3 min

Command Your Cash: How to Talk Through and Tackle Your Top 5 Money Priorities for 2026
Personal Investor

Command Your Cash: How to Talk Through and Tackle Your Top 5 Money Priorities for 2026

Choosing your top five money priorities for 2026 is about setting clear intentions before the year speeds by.

Jan 6, 2026·6 min

30-Minute Cash Flow Map: Take Charge of Your 2026 Finances the Simple Way
Personal Investor

30-Minute Cash Flow Map: Take Charge of Your 2026 Finances the Simple Way

Step 1: Capture your income (5 minutes) Write down your reliable after-tax income for a typical month.

Jan 5, 2026·5 min

2026 Money Reset: Turn 5 Bold Resolutions into a Deadline-Driven Wealth Plan
Personal Investor

2026 Money Reset: Turn 5 Bold Resolutions into a Deadline-Driven Wealth Plan

A 2026 financial reset is the perfect moment to turn hopeful money resolutions into a concrete, actionable plan.

Jan 5, 2026·4 min

Markets Inch Higher to Start 2026 Amid Rate Worries and Tech Weakness
Personal Investor

Markets Inch Higher to Start 2026 Amid Rate Worries and Tech Weakness

U.S. equities opened the year on a choppy note, with modest gains in the S&P 500 and Dow offset by tech sector drag on the Nasdaq.

Jan 2, 2026·3 min

Markets End Strong Year on Soft Note as 2025 Wraps
Personal Investor

Markets End Strong Year on Soft Note as 2025 Wraps

Stocks ended 2025 with a fourth straight day of losses, trimming gains but still closing out a strong year.

Dec 31, 2025·2 min

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