This session will feature a discussion around two topics. First, we will dive into a review of 401(k) investing, including tips and best practices around getting the most out of what for many investors is their largest retirement asset. Second, we will pivot to another topic in the world of tax-optimized investing that has been gaining significant awareness in recent years direct indexing. Both topics will serve as timely reminders of the value of tax-efficient investing both for our clients and for ourselves as we look to transition into an environment of more normalized market volatility.