Prudent Investors

10/17/2026

Inflation is running hotter than expected, but Treasury yields are moving lower. What's going on?

In this week's Prudent Pulse, Jeremy Lau breaks down the three factors behind the bond rally and explains why oil prices remain an important piece of the inflation picture.

🎥 Watch the latest episode.

10/17/2026

Prudent Investors is proud to be this year's Platinum Sponsor at the 2026 National Conference on Guardianship.

On Monday, October 19 at 8AM, Prudent's own Jeremy Lau will be showing attendees how brokerage statements can reveal fiduciary risk by extracting key insights on performance, cash, holdings, activity, and fees – a can't miss presentation!

If you're attending, we invite you to stop by our booth 👋 or visit us on the putting green during the Sunday afternoon reception. We look forward to seeing you there!

10/16/2026

We’re excited to be part of today’s The Los Angeles County Bar Association - LACBA 2026 Trusts and Estates Annual Symposium as a proud Platinum Sponsor!

Jeremy Lau, CFA®, CFP®, and Jared Ong, CFP®, are there representing Prudent Investors and connecting with attorneys and professionals who help individuals and families navigate important estate and financial decisions.

We’re grateful to support this community and the work they do every day. If you’re attending, be sure to stop by and say hello!

10/14/2026

We’re proud to support the National Guardianship Association as a Platinum Sponsor of the 2026 National Conference on Guardianship!

We look forward to another great conference and connecting with fellow professionals in the guardianship community!

Thank you so much to National Conference on Guardianship Platinum Sponsor Prudent Investors for their support of National Guardianship Association's biggest educational event of the year!

10/14/2026

Thank you to Special Needs Alliance for bringing together professionals who are dedicated to supporting individuals with special needs and their families!

Prudent Investors is proud to support SNA and look forward to connecting with fellow professionals at the 2026 Fall Meeting.

Meet the exhibitors joining us at the SNA 2026 Fall Meeting!

A huge thank you to every organization partnering with us this year. Your support is what makes this event such a valuable experience for our members. Attendees will have the chance to connect with industry leaders, explore new products and services, and build relationships that last well beyond the meeting.

Whether you're attending in person or following along from home, we invite you to get to know these organizations and the resources they bring to the special needs planning community.

✨ Colvent Group Inc.
✨ Medivest
✨ National Care Advisors
✨ Prudent Investors
✨ The Family Heritage Trust Company

We're grateful for your partnership and can't wait to see everyone there!

10/14/2026

Your financial information, always within reach.

The Prudent Investors Client Portal makes it easier to stay connected with your accounts and our team—all in one secure place.

With your Client Portal, you can:

📊 Review your accounts
💵 Submit cash requests securely
📄 Access statements and documents
🔄 Monitor recent account activity
💬 Connect with our team

Haven't enrolled yet? Take a few minutes to get started today! Email [email protected] to start your portal registration.

10/08/2026

The economy continues to show resilience, but sustaining that momentum is becoming more difficult.

In the latest edition of The Prudent Perspective, Jeremy takes a closer look at the forces shaping the economic and market outlook, including persistent inflation, higher long-term interest rates, record government borrowing, AI-driven investment, and the upcoming midterm elections.

The challenges are significant, but the path to a soft landing remains visible—for now. Read Jeremy’s latest market update below.

Read the latest Prudent Perspective for economic updates like the current inflation conundrum.

10/07/2026

If the jobs report was weak and oil prices fell, you might expect interest rates to fall too. But that's not what's happening.

In this week's Prudent Pulse, Jeremy explains why the supply of bonds may be just as important to long-term interest rates as the latest jobs or inflation report—and what investors should watch next.

Watch the latest episode of the Prudent Pulse below 🎥

10/01/2026

The 10-year Treasury yield has pushed above 5.25%—its highest level since 2007—while the 30-year touched 5.58%, its highest level in more than two decades.

So what's pushing rates higher?

Jeremy Lau breaks it down into three factors:

• More potential Fed rate hikes
• A rebound in oil prices
• A U.S. economy that's running hot

Watch this week's Prudent Pulse for the latest market perspective.

09/25/2026

A big thank you to Sam Price for having Jeremy Lau on the Probate Notes Podcast!

They had a great conversation about the Uniform Prudent Investor Act and the responsibilities that come with overseeing trust assets.

We appreciate the opportunity to join the conversation.

🎙️ Listen to the episode:

Sam Price sits down with Jeremy Lau of Prudent Investors to unpack what happens the moment a successor trustee inherits an investment portfolio.