Matt Kaplan - Myriad Capital

10/08/2026

October is a month we set aside for a special focus. Most months, it makes sense to look at anything that might need immediate attention, such as a major expense or questions you might have. But once a year, there’s real value in...

10/06/2026

With the midterm election coming into focus, expect attention to shift to the Fed’s next two-day meeting that ends on October 28. Some believe the unspoken rule is that the Fed doesn’t adjust rates prior to an election. On closer...

10/05/2026

October is Breast Cancer Awareness Month. We honor the survivors, caregivers, and loved ones who have shown remarkable courage in the face of this disease. To everyone whose lives are affected by breast cancer: you are seen, and you...

10/05/2026

Open enrollment probably goes something like this: skim past any changes, check the same boxes as last year, move on without a second thought. Until you need it. Employer-sponsored benefits are often more valuable than people realize....

10/01/2026

Long-dated U.S. government bonds are facing renewed selling pressure as "bond vigilantes" push borrowing costs higher amid concerns over federal spending and persistent inflation. As recently reported by Barron's, the 10-year Treasury...

With 10-year Treasury yields above 5.2%, bond prices are sliding. Explore five fixed-income strategies to capture steady yield and manage rate volatility.

09/29/2026

Artificial intelligence is advancing so rapidly that even its creators are uncertain about what comes next, raising concerns about everything from individual fraud to large-scale cyberattacks on financial infrastructure. While systemic...

Safeguard your retirement savings against AI scams and cyber threats using strategic diversification, physical account records, and emergency cash reserves.

09/24/2026

Lately, we have noticed an interesting shift in our introductory meetings. Clients and prospective clients are increasingly coming into our offices with financial strategies, portfolio ideas, or checklists that are printouts of...

09/22/2026

Think about running a lemonade stand. Prices can rise for two reasons. 🍋 A Demand Problem: Everyone in the neighborhood suddenly wants a cold drink, and the line stretches down the block. 🍋 A Supply Problem: A sudden frost wipes out...

09/17/2026

Social Security is facing a looming crisis, and if lawmakers do not act, the retirement trust fund is projected to run dry by 2032. This depletion would trigger an automatic benefit cut of 22%. While the program is largely...

Social Security faces a 2032 shortfall. Discover how proposals to eliminate the payroll tax cap on top earners could close the gap and prevent benefit cuts.

09/15/2026

The recent rise in bond yields has been a mixed bag for the broader market, but it has created a distinct silver lining for income-focused investors. According to recent market analysis, municipal bond yields have reached some of the...

With bond yields rising, municipal bonds are offering compelling tax-exempt income. Learn how AEC professionals can leverage these structural opportunities for wealth building.