Prudent Investors

06/12/2026

AI stocks may be struggling, but the broader market is telling a different story.

This week, 320 S&P 500 stocks moved higher as investors shifted money out of AI and technology names and into more traditional sectors such as Financials, Industrials, and Materials.

The key takeaway: investors aren't necessarily de-risking—they're rotating risk.

Watch this week's Prudent Pulse breakdown below.

06/03/2026

127 headshots in 7 hours 😳📸

A huge thank you to Krista May from Maylight Studio for bringing her talent, patience, and seemingly superhuman efficiency to the 31st Annual PFAC Conference. The headshot station was a tremendous success, and attendees left with more than great conference insights—they left with a professional new photo, too.

We're so grateful for your partnership and for helping 127 fiduciaries put their best face forward!

05/28/2026

📸 Complimentary professional headshots are available today at PFAC!

Join Prudent Investors and Maylight Studio from 12–6PM in the West Ballroom A Lobby (2nd floor) for a quick and professional headshot session—completely free for attendees. 👔✨

05/28/2026

📊 Don’t miss today’s PFAC session with Jeremy Lau:

“Depletion Analysis Essentials: Planning the Life of a Special Needs Trust”
🕥 10:30AM–12PM

Join us for an insightful discussion focused on planning strategies and long-term financial considerations for special needs trusts.

05/27/2026

We’re excited to kick off the PFAC Educational Conference!

Prudent Investors is honored to serve as this year’s Platinum Sponsor. Stop by Booths #203 & #302 to connect with our team and learn how we help support fiduciaries through thoughtful investment guidance and long-term planning.

We look forward to seeing everyone throughout the conference 👋

05/21/2026

Treasury yields are rising sharply again, with the 30-Year Treasury Yield reaching its highest level since 2007.

What’s behind the move?

Recent inflation data showed price pressures spreading beyond energy into shelter, food, and services. At the same time, oil prices continue to drift higher amid ongoing geopolitical tensions.

Markets are also increasingly focused on the growing U.S. fiscal deficit, which is expected to reach $2 trillion this year.

Together, these forces are putting significant pressure on bond markets and interest rates.

Watch this week’s quick Prudent Pulse breakdown to learn more.

05/20/2026

Who benefits from a trust? The answer is more nuanced than many people realize.

In this 1-minute video, we explain the three primary types of trust beneficiaries:
• Primary beneficiaries
• Contingent beneficiaries
• Residual beneficiaries

Each plays a distinct role in how trust assets are distributed and understanding the difference is critical for trustees, families, and individuals considering estate planning strategies.

Clear beneficiary language helps ensure that assets are allocated as intended and that nothing is left unresolved.

05/14/2026

📸 Complimentary Professional Headshots at PFAC Conference!

Prudent Investors is excited to offer conference attendees complimentary professionally retouched headshots courtesy of Maylight Studio Headshots.

Whether you’re updating your LinkedIn profile, company bio, or personal branding materials, stop by for a polished new professional photo.

🗓 Thursday, May 28
⏰ 12:00 PM – 6:00 PM
📍 West Ballroom A Lobby — 2nd Floor

✨ Professional retouching included
✨ No appointment necessary
✨ Walk-ins welcome

We can’t wait to see everyone at PFAC!

05/13/2026

Proud to serve as a Diamond Alliance Partner of the Independent Trustee Alliance at this year’s Annual Conference. We’re excited to connect with professional fiduciaries from across the country, engage in meaningful conversations, and continue supporting the trustee community through thoughtful investment management and partnership.

If you’re attending, we’d love to connect with you during the conference.

04/29/2026

We're thrilled to be exhibiting at the 20th Annual Academy of Special Needs Planners!

For those attending, drop by Prudent Investors' exhibit booth to meet our team and learn more about our approach to investment management.

It’s almost here! The 20th Annual Academy of Special Needs Planners (ASNP) National Conference kicks off with presessions this Wednesday, April 29. Make sure you’ve reviewed the full agenda to get the most out of this week's educational opportunities. https://bit.ly/3###WHs