Financial advisor Mike Milligan covers three quarterly lessons: market breadth matters more than headline indexes, higher yields require reassessing bond risk and borrowing costs, and single-company news shouldn't override diversified planning. His year-end action: write down all household cash needs before investing.
Before we charge into October, let's carry forward 3 lessons from the quarter. First, the headline index is not your portfolio. Our breadth discussions were reason to look deeper, not a countdown to a guaranteed crash. Second, higher yields deserve a review of borrowing costs, cash needs, and bond risk. They are not by themselves a reason to announce that every Treasury investment is unsafe. And third, neither an AI earnings report nor a buyback headline replaces a financial plan. What matters is how much your future depends on one comp— how much your future should not depend on one company, one industry, or one assumption. Now let's make good on yesterday's promise. Finish 2026 with intention. Start by writing down the cash your household expects to need before year end. Include your expenses that are easy to forget when you're, when you're only looking at investment returns.
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
