401(k) Real Talk Episode 215: November 4, 2026

Published on November 4, 2026

Open, honest and candid discussion about GTCR shopping Captrust, rising healthcare costs, another AON lawsuit, longevity planning, the qualities of a good advisor and more.

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Ex-UBS Team Creates $3.6B RIA With Elevation Point Backing

November 4, 2026
A Fort Worth team left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point and custody through Goldman Sachs.

As U.S. Stocks Flatten, Commodities Take the Lead in 2026

November 4, 2026
What will protect portfolios when U.S. stocks tank, especially when inflation is also a concern? I think real assets like commodities and real estate (especially farmland) will hold up, as will Treasury Inflation-Protected Securities (TIPS).