Matt Kaplan - Myriad Capital

07/16/2026

When investors hear the words "initial public offering,” it’s easy to imagine they are buying a piece of a dream. Consider the most celebrated IPO in recent history, which started trading in early June. Some assumed that when this...

Thinking of investing in an IPO? We break down how IPOs work, why the

07/14/2026

If only Doc Brown had a financial version of that DeLorean. The truth is, every investor would love to have a crystal ball. But the future has a way of surprising even the best and brightest. To help you prepare for the second half of...

Planning for the second half of 2026? We explore how interest rates, AI innovation, and market trends may shape your investment strategy in the months ahead.

07/03/2026

For decades, the 60-40 portfolio—a classic mix of 60% stocks and 40% bonds—has been the bedrock of traditional financial advice. The logic is straightforward: use bonds to cushion the blow when the stock market inevitably dips. But as...

Traditional financial wisdom favors a 60/40 stock-bond split, but is it outdated? Explore why a 90/10 portfolio may offer better long-term growth for patient investors.

07/02/2026

When it comes to building long-term wealth, many investors focus on the latest tech darlings or high-growth stocks. But for those seeking stability and the reliable, compounding power of passive income, there is a quieter, more...

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06/25/2026

If you glance at the latest data on American retirement accounts, you might find yourself feeling surprisingly optimistic. On paper, we are saving more than ever before. But if you take a closer look, a more complicated story...

Vanguard’s annual report reveals a tale of two retirements: Americans’ 401(k) balances are hitting records, but inflation is driving a surge in hardship withdrawals.

06/23/2026

If you’ve been watching the stock market lately, you’ve probably felt a little bit of FOMO. On June 12, SpaceX made history with the largest initial public offering (IPO) in stock market history, and the stock has already rocketed...

Following its historic IPO, SpaceX stock is heading for major index funds. Discover how this megacap tech shift impacts your retirement portfolio and how to protect your savings.

06/15/2026

This July 4th is a milestone year! It’s our nation's 250th birthday. While you're out enjoying a BBQ with friends and family, here’s a fun story to tell everyone about our oldest Founding Father, Ben Franklin. When he died in 1790, he...

06/11/2026

When planning for retirement, most of us factor in the obvious costs: housing, travel, groceries, and standard health insurance. But there is a silent budget killer sneaking up on retirees, and it’s leaving many in financial shock....

Are skyrocketing Medigap premiums eating into your fixed income? Discover 3 strategic ways to protect your retirement savings from rising healthcare costs.

06/11/2026

Saving enough money to finally call it quits is a massive achievement. But once you actually stop working, a new—and arguably more complicated—challenge begins: How do you take that money out without handing a massive chunk of it over...

Are you withdrawing your retirement funds in the wrong order? Discover the 3-bucket drawdown strategy designed to protect your hard-earned nest egg from the IRS.

06/02/2026

Summer has a way of inviting us to exhale. And you should. School's out. Beaches are open. The pace is a little slower. These months have a way of reminding us what we're working toward in the first place. But the financial markets...

The financial markets don’t take vacations. Discover why summer market volatility is business as usual and how our steady strategy keeps you on track.