Personal Investor

Santa Rally Gains Steam as S&P Nears Record

Personal Investor
December 22, 2025

U.S. equities extended their year-end rally to kick off the holiday-shortened week, with broad gains across sectors and the S&P 500 brushing against record highs.

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Positioning for 2026: Turning 2025’s Volatility into Your Advantage

Personal Investor
December 22, 2025

Every volatile year puts both your investments and your emotions to the test—and 2025 was no exception. 

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Markets End Week Strong Amid Triple Witching Surge and AI Optimism

Personal Investor
December 19, 2025

Stocks finished the week on a high note, driven by renewed enthusiasm for AI-related names and heavy options-related trading.

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Markets Rebound as Inflation Cools Sharply, Lifting Rate Cut Hopes

Personal Investor
December 19, 2025

Stocks rallied Thursday after a surprisingly soft November CPI report reignited optimism around disinflation and a more accommodative Fed in 2026.

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Two Weeks to Go: Tax‑Smart Rebalancing Moves to Close Out the Year

Personal Investor
December 17, 2025

With about two weeks left in the tax year, investors still have time to rebalance portfolios in ways that manage risk and make smarter use of the tax code. 

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Tech Tumbles as AI Trade Loses Steam

Personal Investor
December 17, 2025

Markets took a sharp turn lower Wednesday, led by a renewed selloff in mega-cap tech and AI-related stocks.

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