The 401(k) Revolution Is Beginning

Published on April 27, 2026

How the complex DC ecosystem is offering new opportunities rather than acting as a barrier.

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GFC 2.0 or False Alarm: What Private Credit Is and Isn’t

April 27, 2026
The fundamental problem in private credit is a mismatch. Private credit funds lend money over four- to five-year periods. But to attract investors, many funds offer investors quarterly or even monthly redemption windows.

Where Does a Random Walk Through The Data Lead Us?

April 27, 2026
Like many of you, I am inundated with information. Most of it is not useful or repetitive. Today, were going to do something different. Rather than one theme, let’s look at various bits of data that I found interesting this week.