Review / Forecast — Rising Rates vs. AI – October 5, 2026
Good morning, Starting today, I am going to shift the cadence and scope of my Morning Notes to once per week—on the first day of the week—with a review of the prior week combined with a look ahead to the next. Think of it as a Review / Forecast format. With volatility as low as […]
When the Winners and Losers Change
By John Lau, CPA, CFP® Why Recent Performance Shouldn’t Determine What You Own October 2026 As we begin the final quarter of 2026, I find myself looking back at September and thinking about two very different stories being told by the financial markets. The stock market has remained remarkably resilient. Despite higher interest rates, geopolitical […]