Alone with My Thoughts – 7/22/25

A quick public service announcement, Wall Street can resemble a factory, churning out shiny new products as fast as retail investors can buy them. These products can carry higher fees, more complexity, and liquidity issues. The White House is now in the process of allowing private equity to be invested within 401k plans. Private equity can carry higher fees, be very complex, less transparent in pricing, and illiquid. 401k plans have been arguably quite successful, now managing almost $9 trillion dollars. They are typically low cost, very liquid, and offer different levels of complexity, all with price transparency. Squirrel! Squirrel! Buyers beware.

Inspiration

“Open your eyes, look within.  Are you satisfied with the life you’re living?”
-Bob Marley

“The lack of money is the root of all evil”
-Mark Twain

“Success is the ability—to go from failure to failure—without losing your enthusiasm.”
-Winston Churchill

“It’s what you do in the present that will redeem the past and thereby change the future.”
-Paulo Coelho

Inspiration Archive

Disclaimer

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