What New York Just Lost

The below comes from my friend Peter Boockvar of The Boock Report and is reprinted with his permission. I thought it was perfectly succinct and aligned with how I feel about the situation. I am not in favor of corporate welfare and I understand the other side to some extent. But I am also a…

Taking the pain points out of 401(k) plans

Josh here – on today’s Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren’t paying enough attention to. That’s how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly managed. 401(k)’s have long been…

a missive from ETF Land

I’m in the heart of the action this week at Inside ETFs, which brings together something like 2500 people from all over the country who are interested in funds, fintech, wealth management, financial advice, markets, investing, etc. It all goes down at the Diplomat Hotel in Hollywood, Florida. The attendees are almost all professionals and…