Personal Investor

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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Markets Stumble as Jobs Data Sends Mixed Signals, Fed Cuts Remain in Play but Not Imminent

Personal Investor
December 16, 2025

Markets closed mixed Tuesday after a noisy and inconclusive U.S. employment report kept investors guessing on the Fed's next move.

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Rates, Returns, and Risk: How to Put the Fed’s Latest Move in Proper Context

Personal Investor
December 16, 2025

The Fed’s December decision to cut rates again is important, but it is only one of many forces that will shape long-term investment outcomes. 

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Mid-December Checkup: Making Sure Your Portfolio’s Risk Still Fits You

Personal Investor
December 15, 2025

Mid-December is a natural checkpoint to ask whether the risk in your portfolio still fits both your life and your nerves, and small, thoughtful adjustments now can help you stay invested through whatever the next year brings. 

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Markets Pull Back as AI Stocks Weigh on Sentiment

Personal Investor
December 12, 2025

Stocks retreated Friday as investors took profits in high-flying AI names following disappointing updates from Oracle and Broadcom.

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