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Posts From Christopher Carosa, CTFA

Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?

    Ongoing Debate: When (If Ever) Can a Fiduciary Legally Engage in Self-Dealing?

On the face of it, there appears to be little room for debate. Upon closer examination, however, the specifics of particular circumstances can muddle things up. Would you like to see what we mean by this? Here’s what you get when you ask the experts whether or not a fiduciary can ever legally engage in self-dealing.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 7/6/18

Be wary of these regulatory plugs, marketing buzz, and investment fads.

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Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)

    Must Read for the Summer: Top Fiduciary Questions 401k Plan Sponsors Must Ask (But Sometimes Don’t)

Would you rather have the nuts and bolts practical guide for what to ask or the theoretical questions that tend towards the philosophical? Most 401k plan sponsors are too busy for theory, that’s why they’ll prefer to focus on these questions.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/29/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/29/18

Connecticut tries to get into the fiduciary game, Massachusetts tries to stay in the fiduciary game, and ESG may be thrown out of the fiduciary game.

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7 Steps to Teach Your Child Good Financial Habits

    7 Steps to Teach Your Child Good Financial Habits

The real prize, though, comes courtesy of following Ben Franklin’s advice. Once you convince them to save and they see the perpetual motion machine known as “compounding,” your job is done.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/22/18

Pensions face plant, fiduciary dies, and fees, well, fees just continue to be a problem.

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Exclusive Interview: Kiplinger Retirement Report Editor Rachel Sheedy Reveals the One Retirement Question People aren’t Considering But Should

    Exclusive Interview: Kiplinger Retirement Report Editor Rachel Sheedy Reveals the One Retirement Question People aren’t Considering But Should

Before one can advise investors, it’s critical one know what they’re thinking and understand why they’re thinking it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/15/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/15/18

Zagging instead of zigging, the moment of fiduciary truth, and tell us something we don’t know about investing.

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Depending on Your Age, This Will Protect You from a Social Security FAIL

    Depending on Your Age, This Will Protect You from a Social Security FAIL

No one need place themselves in a “Blanche DuBois Scenario.” Each has the ability, no matter their station in life, to seize control over their own destiny. This applies to retirement as much as anything else. This article offers five specific ideas each to three typical age groups trying to protect themselves against the potential loss of Social Security benefits.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/8/18

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 6/8/18

Government Retirement Flops, Fiduciary kill, and diversification frenzy.

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