Advanced 401(k) Optimization Strategies for High-Net-Worth Families

Published on September 14, 2026

For many investors, a 401(k) is simply a retirement savings account. For high-net-worth families, however, it can become a sophisticated planning tool that supports tax efficiency, wealth accumulation, and long-term legacy objectives.

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An Evolution in Fund Structure: ETF Share Classes

September 14, 2026
ETF share classes represent a structural innovation that combines the benefits of mutual funds and exchange-traded funds (ETFs) within a single pooled portfolio. This evolution expands investor choice, offering both ETF and mutual fund shares under a unified investment strategy.

Hike or Hold? Debating the Coming Fed Decision

September 14, 2026
Heading into the September 16 FOMC meeting, the debate over whether the Fed should raise rates or hold is heated. To help you appreciate the range of views, I present this article as a courtroom exercise. I will let the prosecution make its case for a rate hike, and the defense for a hold.