October-November 2026 Newsletter
Interest Rates, Treasuries, The Prudent Man Rule, and 2026 Tax Reminders
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August 16th, 2026
While The Milwaukee Brewers Waited
The Brewers are back in the World Series for the first time since 1982. Explore how far markets, technology and the world came in the meantime.
Fall Tax Reminders for 2026
Most tax-saving moves for 2026 must be made by December 31, and this is the first full year of several changes from the 2025 tax law. Here are nine items to review with your BKM advisor before year-end.
August 2026 Newsletter
Interest Rates, Valuations and Gray Divorce
Why rate-cut expectations flipped, what narrow market leadership means for diversification, a Roth conversion case study, and the rise in gray divorce.
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Stocks, Tax Forecasting, Investing, and more
Death, Markets, Upgraded Tools, & Scams
RETIREMENT REGRETS, WISCONSIN INCOME SUBTRACTIONS, AND MORE
Markets, Cash, and Tax Law Changes
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