1. Private Markets Navigator: “Advisor Experience Matters in Building Private Market Portfolios” by Stephen Blewitt | June 2026

  2. Larry’s Substack: How Banks Exploit Your Psychology: The Hidden Cost of Behavioral Biases in Financial Products by Larry Swedroe | December 2025

  3. Morningstar and MarketWatch: Private equity in your 401(k): Who is the big winner? Probably not you. by Brett Arends | September 2025

  4. Wealthmanagement.com: Financial Fairy Tales: Buffered, Overlay and Defined Outcome Funds by Larry Swedroe | July 2025

  5. Harvard Law School Forum on Corporate Governance: Remarks of Commissioner Mark T. Uyeda At the 12th Annual Conference on Financial Market Regulation | May 2025

  6. Alpha Architect: Structured Notes Are Financial Fairy Tales by Larry Swedroe | August 2023

  7. Rational Reminder Episode 261: Structured Products | Podcast July 2023

  8. The Globe and Mail: Ask an adviser: Structured notes are designed to exploit cognitive and emotional investor biases by Benjamin Felix | June 2023

  9. Rational Reminder Episode 255: Structured Products | June 2023

  10. The Scientific Investor: Engineering Lemons by Florian Weigert | March 2022

  11. Morningstar: With Structured Notes, It’s Buyer Beware | Q3 2020

  12. Alpha Architect: Structured Notes: Exploitation of Retail Investors by Larry Swedroe | August 2019

  13. TheStreet: Engineering Lemons | May 2019