How Investors Are Reshaping Portfolios for 2025

The “How Investors Are Reshaping Portfolios for 2025” infographic offers a clear, approachable look at the trends shaping investor decisions in a challenging year. 

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Recent Blog Posts

Markets Edge Higher as Eyes Turn to Nvidia’s AI Signal

Personal Investor
November 19, 2025

Stocks ended modestly higher Wednesday, snapping a four-day slide for the S&P 500 and Dow as Nvidia's post-close earnings loomed large over investor sentiment.

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Are Your Investments Safe From 2025’s Inflation Spike?

Personal Investor
November 19, 2025

As Americans navigate ongoing economic uncertainty, today’s top story explores how investors are rethinking their portfolio strategies to tackle inflation, adapt to new tax rules, and manage the rising costs of risk protection—particularly with policy changes expected under the new administration.

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Markets Slip Again as AI Frenzy Cools and Retail Warnings Mount

Personal Investor
November 18, 2025

U.S. equities extended their losing streak for a second straight day as investor concerns over stretched AI valuations and mixed corporate news weighed on sentiment. 

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Open Enrollment 2025: Smart Insurance Moves Investors Can’t Afford to Miss

Personal Investor
November 18, 2025

As the annual health insurance open enrollment season approaches, investors and their families have a valuable chance to review, update, or select new health coverage for the year ahead.

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Unlocking Growth: How Investors Can Capitalize on Small-Cap Stock Opportunities

Personal Investor
November 18, 2025

Let’s talk about an exciting area that continues to shape portfolios and drive real growth: small-cap stocks.

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Markets Pull Back Ahead of Key Nvidia and Jobs Data

Personal Investor
November 17, 2025

Markets opened the week under pressure as investors took a cautious stance ahead of Nvidia’s earnings and the delayed September jobs report, two events that could significantly influence sentiment around both AI-led growth and Fed policy.

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