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Posts From Christopher Carosa, CTFA

Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10

You won’t believe some of the articles that appeared this week – and supposedly high end publications!

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How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity

Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.

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Will Plan Sponsors Believe Their Lying Eyes or Will They Still Believe Bonds are “Safe”?

Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/10

What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?

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401k Plan Sponsors Beware: Are You Lighting a Match in the Powder Room Despite 1995 Study?

The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Here’s how it works.

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What Every Plan Sponsor Must Know About Bonds – Before They Crash!

Why define bonds? A literary technique known as “foreshadowing” is when the author mentions a seemingly innocuous, indeed, if not out-of-place, fact that will have a major bearing in some future event in the plot.

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 3rd Deadly Sin – “Bond Insecurity”

Again, it comes down to a question of needs, costs and personal preferences. What’s more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/1/10

Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.

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401k Plan Sponsor & Participant Primer – The Risk-Return Tradeoff

Whether or not you agree with the evolution of Modern Portfolio Theory, you cannot deny the “risk-return trade-off” has become the common sense soundbite of the century for the world of investors.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/24/10

While pension problems trump annuity ideas and the fiduciary fracas festers, along comes the DOL to remind us they’re still in this game.

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