Alts in 401(k)s Are Antithetical to Fiduciary Advice

Published on August 25, 2025

The battle of words between the alternative investments industry and all others about whether alts belong in 401(k)s is far too familiar today. The two sides speak different languages. They don’t engage each other.

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UPS Is at Pandemic Lows: Value or Value Trap?

August 25, 2025
Despite not meeting three of the four criteria, UPS valuations provide a better margin of safety than many stocks. However, while it may fare better comparatively, we would want to see improvement in earnings and sales trends before committing UPS to our roster of rainy-day stocks.

3 Ways to Deliver Fixed Income: A Tale of 3 Clients

August 25, 2025
This article isn’t about identifying which fixed income vehicle offers the highest yield or lowest fee. It’s about matching strategies to real-world investor behavior.