401(k) Real Talk Episode 175: November 19, 2025

Published on November 19, 2025

Open, honest and candid discussion about Schwab and Pontera, Pitchbook's private market indexes, ETF dual share classes, revenue sharing and the value of a 3(38) co-fiduciary.

Continue reading on website
Other news

Full Market Cycles: Half Bull and Half Bear

November 19, 2025
Last week, we discussed the importance of “math” as it relates to valuations and noted the importance of understanding “full market cycles.” To wit:

Altruist's Hazel AI Can Now Deliver Real-Time Account And Other Data

November 19, 2025
Plus AI news from Microsoft and Morningstar, Zocks and RightCapital, and introducing WealthReach