AI, Higher Rates Raise the Bar for Diversification

Published on October 6, 2026

Global equities advanced in the third quarter as market returns broadened away from technology. But AI’s disruptive impact is spreading across sectors and industries—transforming the very nature of investment diversification.

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Muni Bond ETFs: Unlocking Robust Returns

October 6, 2026
September’s fixed income sell-off marked a watershed moment for muni bond markets, delivering the steepest drawdown since the 2008 Great Financial Crisis. As benchmark yields spiked, prices across muni ETFs fell in tandem, and the volatility has not let up. This week, both 10-year and 30-year Treasury yields climbed to their highest levels since 2002.

Sequence Of Return Risk: The Math That Breaks Retirements

October 6, 2026
The sequence of return risk is the quiet reason two retirees with identical average returns can end up in very different places.