Matt Kaplan - Myriad Capital

06/15/2026

This July 4th is a milestone year! It’s our nation's 250th birthday. While you're out enjoying a BBQ with friends and family, here’s a fun story to tell everyone about our oldest Founding Father, Ben Franklin. When he died in 1790, he...

06/11/2026

When planning for retirement, most of us factor in the obvious costs: housing, travel, groceries, and standard health insurance. But there is a silent budget killer sneaking up on retirees, and it’s leaving many in financial shock....

Are skyrocketing Medigap premiums eating into your fixed income? Discover 3 strategic ways to protect your retirement savings from rising healthcare costs.

06/11/2026

Saving enough money to finally call it quits is a massive achievement. But once you actually stop working, a new—and arguably more complicated—challenge begins: How do you take that money out without handing a massive chunk of it over...

Are you withdrawing your retirement funds in the wrong order? Discover the 3-bucket drawdown strategy designed to protect your hard-earned nest egg from the IRS.

06/02/2026

Summer has a way of inviting us to exhale. And you should. School's out. Beaches are open. The pace is a little slower. These months have a way of reminding us what we're working toward in the first place. But the financial markets...

The financial markets don’t take vacations. Discover why summer market volatility is business as usual and how our steady strategy keeps you on track.

05/28/2026

If you’ve looked at your bond portfolio lately, you might have felt a bit of a sting. With inflation remaining stubbornly elevated and traditional bond prices taking a hit as interest rates rise, finding a safe haven for your cash has...

Inflation is staying elevated, but 30-year TIPS are offering real yields near a 30-year high. Learn how to protect your portfolio's purchasing power today.

05/26/2026

When you think about retirement, you probably picture travel, hobbies, and finally having time to relax. What you probably don't picture is burning through a massive chunk of your hard-earned savings just to stay healthy. A recent...

Nearly 6 in 10 retirees are caught off guard by Medicare's limits. Learn the difference between Advantage and Medigap, and how to protect your savings.

05/19/2026

We’ve all felt the pinch at the grocery store or the gas pump lately. Rising energy costs and quirky price spikes (yes, even your Friday night pizza is costing more thanks to soaring tomato prices) have pushed inflation to a three-year...

Inflation is hitting retirees hard. Discover how top financial advisors recommend retooling your portfolio with equities, bonds, and I-bonds to fight back.

05/14/2026

1. The Real Cost of "Smaller" Downsizing doesn’t always lead to a smaller bill. In the current market, you might trade a low-interest mortgage for a higher rate, or find that property taxes in a new area eat up your savings. The Math:...

Is downsizing right for you? Explore the real math behind moving, from mortgage rates to renovation costs, and learn when staying put is the smarter financial move.

05/12/2026

If you were planning to use balloons for a celebration this summer, you might want to start thinking about other, less expensive decorations. Helium spot prices have more than doubled since the Middle East crisis started in February....

Discover why helium spot prices have doubled and how the global shortage impacts everything from MRI machines to AI data centers. Learn what this means for the economy and your summer plans.