The Cost of Capital Just Reset — and Equities Haven't Fully Absorbed It

Wallace R Nichols, MBA, JD, CFP

Published on: 17/05/2026

Higher Treasury yields just reset the cost of capital for every public company. What that means for stocks and retirement money. Part 2 of 2.

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The Bond Market Broke Its Own Playbook

Wallace R Nichols, MBA, JD, CFP

Published on: 16/05/2026

Treasury yields just broke the bond market's playbook. What the recent sell-off means for retirement portfolios in the fragile decade. Part 1 of 2.

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All-Time Highs, Almost Alone

Wallace R Nichols, MBA, JD, CFP

Published on: 09/05/2026

Record highs hide narrow internals. What this means for retirement money in the fragile decade

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The Tide Nobody Talks About

Wallace R Nichols, MBA, JD, CFP

Published on: 26/04/2026

Oil, weak auctions, a cracking carry trade. Three pressures. One tide. What the global liquidity cycle means for retirement portfolios in 2026.

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