Personal Investor

How I Maximize the Tax Benefits of Charitable Giving in 2024

Charitable giving has always been an important part of my financial plan and life. 

The PULSE: The Global Economy in Motion: February 10, 2025

This report provides an overview of the latest developments in the global economy and financial markets as of February 10, 2025

Midday Market Roundup: Market Turbulence and Strategic Moves Shape the Financial Landscape for February 10, 2025

Global markets opened the week with heightened volatility following a significant policy shift from the White House. 

Weekly Market Recap: Week Ended February 7, 2025

Rough road U.S. stocks slipped to start the week amid the imposition of tariffs and subsequent trade negotiations involving the United States, Canada, Mexico, and China. But stock indexes regained some of that ground, ending up with fractional declines for the week after some of the tariffs were temporarily rolled back. Rough road U.S. stocks slipped to start the week amid the imposition of tariffs and subsequent trade negotiations involving the United States, Canada, Mexico, and China. But stock indexes regained some of that ground, ending up with fractional declines for the week after some of the tariffs were temporarily rolled back.

The PULSE: Global Economic and Market Update: February 7, 2025

The global economy remains at a crossroads as markets react to economic indicators, policy shifts, and geopolitical tensions. 

Is 2025 the Year to Buy Your Dream Home?

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