Prudent Investors

08/20/2026

Why are long-term Treasury yields rising if markets are actually expecting fewer Fed rate hikes? That's the question we're unpacking in this week's Prudent Pulse.

🎥 Watch this week's episode for the full breakdown.

08/05/2026

ABLE accounts can provide meaningful flexibility for families navigating special needs planning — but understanding what qualifies as a Qualified Disability Expense (QDE) is essential.

From housing and education to transportation, assistive technology, and daily living expenses, our latest blog breaks down what ABLE funds can — and can’t — be used for, while helping families protect important benefits like SSI and Medicaid.

Learn what Qualified Disability Expenses (QDEs) are, what ABLE funds can cover, and which expenses could jeopardize benefits.

07/29/2026

We're proud to be the Executive Visionary Sponsor of the Florida State Guardianship Association Annual Conference, July 29–31!

If you're attending, don't miss our CEO, Jeremy Lau, on Friday, July 31, from 10:15–11:15 AM in Ballroom B, presenting: "Small Numbers, Big Consequences: What Monthly Brokerage Statements Reveal About Fiduciary Risk."

We look forward to connecting with Florida's guardianship community and seeing you at the conference!

07/27/2026

We're excited to welcome Adriana Mejia to the Prudent Investors team as our new Financial Planning Associate!

Adriana brings a wealth of experience in investment management, financial planning, and client service, along with a passion for helping individuals and fiduciaries navigate important financial decisions with confidence.

Please join us in welcoming Adriana to the Prudent team!

07/20/2026

What if the biggest winners of the AI boom aren't the AI companies?

Our latest Prudent Perspective compares today's AI race to the California Gold Rush and explores what's happening beneath the surface—from record corporate earnings and semiconductor growth to slowing hiring, rising debt, and the outlook for investors.

Read the full edition here:

Explore the Prudent Perspective on the past year's domestic and geopolitical challenges and their impact on the economy.

07/10/2026

Can strong corporate earnings outweigh growing uncertainty around trade policy and interest rates?

That's one of the biggest questions facing investors as Q2 earnings season gets underway. Earnings expectations have continued to rise, fueled largely by AI and infrastructure investment.

Watch this week's Prudent Pulse for a quick breakdown of the key developments shaping the markets.

07/07/2026

Principal vs. Income: Do you know the difference?

Understanding these two concepts is fundamental to building an investment strategy that balances today's cash flow with tomorrow's growth.

Whether you're an investor or a family trustee, knowing how principal and income work together can help you make more informed financial decisions.

07/03/2026

🇺🇸 Wishing everyone a Happy Fourth of July!

Our office will be closed on today, July 3 in observance of Independence Day and will reopen Monday, July 6 at 9:00 AM.

Have a safe and happy holiday weekend! 🎆

07/02/2026

Will the Federal Reserve raise interest rates in July?

That remains one of the biggest questions facing investors.

This week, new Fed Chair Kevin Warsh declined to provide any hints about the July meeting while reaffirming the central bank's commitment to lowering inflation.

Watch this week's Prudent Pulse for a quick breakdown of the latest economic data and what it could mean for markets.

06/26/2026

Is another interest rate hike becoming more likely?

Inflation remains elevated, consumer spending is strong, GDP growth was revised higher, and hiring continues to exceed expectations. Together, those trends could keep pressure on the Federal Reserve to maintain a restrictive stance on interest rates.

Watch this week's Prudent Pulse for a quick breakdown of what these developments could mean for markets.