Old Slip Insights
Practical perspective on portfolios, retirement plans, and the discipline of stewarding capital over the long term — written for the people who have to make decisions, not for the market's applause.
November 7, 2026
The first year of retirement brings a practical question: how will money move from savings into your checking account when a salary stops? A written withdrawal plan can help individuals and families coordinate spending, investment decisions, and taxes without treating every monthly transfer as a new financial decision.
Read moreOctober 27, 2026
A 401(k) deposit problem often begins as a routine payroll exception: a rejected file, an absent approver, or a bank instruction that no longer works. For CFOs and HR leaders, preventing late employee contribution deposits requires a clear process that connects payroll, treasury, and the recordkeeper—and confirms that money actually reaches the plan.
Read moreOctober 15, 2026
A large position in one company’s stock can become the defining feature of a family’s finances, whether it came from employee compensation, an inheritance, or years of ownership. Deciding what to do with it requires more than a view on the company: it requires a plan for taxes, spending, restrictions, and the risks the household can reasonably carry.
Read moreSeptember 25, 2026
A 401(k) recordkeeper’s renewal proposal can look straightforward while leaving important questions unanswered about total cost, participant charges, and service quality. In this Old Slip Insights note, we outline a practical way for CFOs and HR leaders to compare recordkeeping arrangements before renewal, without treating the lowest quoted price as the only measure of value.
Read moreSeptember 21, 2026
For a CFO, 401(k) oversight sits at the intersection of financial governance, employee benefits, and regulatory responsibility. A sound fiduciary process does not require predicting every market outcome. It requires knowing who is responsible, making informed decisions, monitoring the plan, and documenting the work.
Read moreSeptember 10, 2026
Selecting a wealth advisor is one of the more consequential financial decisions a family can make. The right relationship should align your capital with your values, your timeline, and the complexity of your balance sheet. Before committing, consider these three questions.
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