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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/25/14

It’s Washington vs. Main Street regarding the best for retirement plans, and it’s Wall Street vs. Main Street regarding the best for retirement investors.

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Exclusive Interview: Harold Evensky says Robo-Advisors “Roadmap to a Rocky Future”

The Dean of the financial service industry speaks out on robo-advisors, consumer confusion, and the “You” test.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/18/14

Pity the poor public pensions, what if we already have a fiduciary standard and the investor herd mentality.

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How Does Goal-Oriented Targeting Work?

Who wants to be a millionaire? It’s easier than you think – especially if you’re in your twenties.

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