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Posts From Christopher Carosa, CTFA

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/26/15

Uncle Sam Wants Your Retirement, Fiduciary Reruns, and TDFs under fire.

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Why Asset Allocation Doesn’t Matter In The Long Run

The results are in. Asset allocation doesn’t work in the long run. Rebalancing doesn’t produce better returns in the long run. In short, asset allocation as popularly practiced is myth.

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Asset Allocation’s Greatest Failure: Short-Term Investing

There’s a reason why short-term asset allocation is doomed to disappoint. You can find it in every SEC-mandated performance disclaimer.

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Exclusive Interview: AARP’s David Certner says of DOL’s Proposed Fiduciary Rule: “Disclosure Alone Not Enough”

What can be done when surveys show the public already believes all investment service providers always act in their best interests?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/12/15

A greedy government grab, more fiduciary follies, and investment “rules” exposed as sales pitches.

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How’d an Innocent Fiduciary Like You End Up Asset Allocating?

Much of asset allocation marketing collateral is founded on a simple misinterpretation, yet this myth persists. Why?

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7 Deadly Sins Every ERISA Fiduciary Must Avoid: The 5th Deadly Sin – Misapplied Asset Allocation

Are our expectations of Asset Allocation too high?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 6/5/15

Government paranoia, fee confusion and the real fiduciary questions.

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5 Dramatic Ways 21st Century 401k Plans Differ from the Original 1980s Version

The 21st Century 401k is certainly not your father’s 401k – but is that a good or a bad thing?

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