Personal Investor

The Smart Investor’s Guide to Last-Minute Tax Prep

February 4, 2025

My friend Mark is one of the sharpest investors I know. He’s the guy who always seems to be a step ahead—whether it’s spotting a market trend before everyone else or restructuring his portfolio just in time to avoid a tax hit.

Weekly Market Recap: Week Ended January 31, 2025

Personal Investor

February 2, 2025

Mixed results: The S&P 500 and the NASDAQ fell 1.0% to 1.6%, respectively, and the Dow recorded a fractional gain in a week that got off to a shaky start. On Monday, technology stocks pulled the broader market down amid news of a competitive threat that a Chinese startup company poses to U.S. tech companies’ AI initiatives.

Midday Market Roundup: Top Financial Stories at Noon for January 31, 2025

Personal Investor

January 31, 2025

The financial world witnessed significant movements today, with markets reacting to key inflation data and corporate earnings.

The PULSE: Global Markets on January 30, 2025

Personal Investor

January 30, 2025

As the sun rose on Thursday, global markets were at a crossroads—balancing optimism from strong corporate earnings with caution over economic slowdowns and shifting monetary policies.