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Christopher Carosa, CTFA
By Christopher Carosa, CTFA | July 22, 2014
The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.
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Posted in Due Diligence | Tagged 401k, Annuity, conflict of interest, fiduciary, Fiduciary Standard, Harold Evensky, IRA, robo-advisor, You test
By Christopher Carosa, CTFA | July 21, 2014
Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.
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Posted in Trending Topics | Tagged 401k, CD, Detroit, DOL, ERISA, Fiduciary Duty, Fiduciary Rule, Fiduciary Standard, Form 5500, IRA, IRA Rollover, public pension, REIT, Required Minimum Distribution, retirement, Roth, SEC, Social Security, target date fund
By Christopher Carosa, CTFA | July 15, 2014
Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.
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Posted in Basic, Education, Investors | Tagged 401k, Goal-Oriented Target, Hey What's My Number, IRA, retirement, saving
By Christopher Carosa, CTFA | July 8, 2014
Sometimes you just gotta do what you gotta do.
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Posted in Education | Tagged 401k, fiduciary, Hey What's My Number, Joseph Leonard, Matt Jehn, Nancy Collamer, Pamela Sams, Rachele Bouchand, retirement, Richard Sturm
By Christopher Carosa, CTFA | July 8, 2014
The rocking chair on the front porch isn’t for everyone. Here’s why.
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Posted in Education | Tagged 401k, Diana Gardner Robinson, Hey What's My Number, IRA, Jamie Hopkins, Joanne Cleaver, Nancy Collamer, Pamela Sams, retirement, Richard Sturm, Sean Moore, Thomas Scanlon
By Christopher Carosa, CTFA | July 8, 2014
Sometimes life happens on the way to a well planned retirement.
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Posted in Education | Tagged 401k, Adam Jordan, Hey What's My Number, Jamie Hopkins, Nathaniel Propes, retirement, Richard Sturm, Sean Moore, Thomas Scanlon
By Christopher Carosa, CTFA | July 8, 2014
The truth is, many retirees continue working, but not always for reasons you might guess.
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Posted in Education | Tagged 401k, AARP, Adam Jordan, EBRI, fiduciary, Jamie Hopkins, Nancy Collamer, Pamela Sams, retirement
By Christopher Carosa, CTFA | July 7, 2014
Government workers ignore math, fee mongers misuse math and savvy salesmen abuse math.
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Posted in Trending Topics | Tagged 401k, auto-enrollment, court ruling, defined benefit, DOL, ESOP, expense ratio, fiduciary, Fiduciary Rule, Fiduciary Standard, financial literacy, IRA, IRA Rollover, John Bogle, Longevity Annuity, mutual fund, participation, pension, public pension, retirement, Roth, Savings, SEC, target date fund
By Christopher Carosa, CTFA | July 1, 2014
His heart may be in the right place, but this industry icon nearly put his foot in his mouth by forgetting the very economic lessons that allowed him to be so successful.
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Posted in Conflicts of Interest | Tagged 401k, Colin Fitzpatrick Smith, David Reischer, Duncan Rolph, fiduciary, Fiduciary Rule, Fiduciary Standard, Holmes Osborne, IRA, John Bogle, Kurt Cambier, Mark Carruthers, Matthew Dahlberg, Pete Lang, retirement
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14
By Christopher Carosa, CTFA | July 21, 2014
Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.
Read the full story...Posted in Trending Topics | Tagged 401k, CD, Detroit, DOL, ERISA, Fiduciary Duty, Fiduciary Rule, Fiduciary Standard, Form 5500, IRA, IRA Rollover, public pension, REIT, Required Minimum Distribution, retirement, Roth, SEC, Social Security, target date fund | Leave a response