Advisors, Record Keepers Should Partner on 401(k) Participants

Published on June 15, 2026

Both sides bring unique strengths to participant engagement. Record keepers offer technology and scale while advisors deliver personalized guidance and fiduciary oversight.

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Remembering Dr. Frank Sortino

June 15, 2026
Dr Frank Sortino passed away last month. He was 94. Frank was a good friend of mine. Frank earned the name Dr. Downside for redefining risk as a measure of not achieving your objectives, which led to the fairly famous Sortino Ratio.

Could the Dollar Be in Trouble – If So, What Then?

June 15, 2026
This is the underlying question in several books and articles that have been published recently, most notably Kenneth Rogoff’s “Our Dollar, Your Problem,” and Barry Eichengreen’s “Money Beyond Borders: Global Currencies from Croesus to Crypto” — the latter of which is the subject of this review.