The Bond Market’s Balancing Act Is Perfectly Normal

Published on October 5, 2026

Remember when near-zero interest rates squeezed retirees on fixed incomes and left pensions with huge shortfalls? I suspect they’re happy to see US interest rates returning to normal.

Continue reading on website
Other news

4 Practical Uses of TIPS in the Portfolio

October 5, 2026
How much one needs for retirement is both a mathematical and emotional equation to solve. For both my clients and myself, enough is never enough because we fear a stock market plunge, inflation, or both (stagflation). But these four practical uses of TIPS provide near certainty of having enough to enjoy the rest of one’s life. Rarely do math and emotion each arrive at the same solution.

The Great Wealth Transfer Is Also a Great Risk Transfer

October 5, 2026
Preservation is the north star.