By Christopher Carosa, CTFA | April 2, 2012
Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.
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Posted in Trending Topics | Tagged commodities, commodity, DOL enforcement, e-disclosure, Fee Disclosure Rule, Fiduciary Standard, IRA, target date fund, Tax Reform, TDF
By Christopher Carosa, CTFA | November 3, 2009
If you’re a fiduciary worried about potential liability, be warned. Commodities trading remains speculative and may not be appropriate for unsophisticated investors – no matter what the TV tells them.
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Posted in Due Diligence | Tagged 401k, advertisement, Andrew Clark, Art of Indexing, Chief Index Strategist, Clark, co-integration, cocoa, commodities, commodity, copper, corn, correlation, cotton, CPI, crude oil, ECRI IPI, employee, equity, fiduciary, financial media, fixed-income, gold, heating oil, hedge, Index, inflation, JOC, Journal of Commerce, lean hogs, mean reverting, media, multivariate time series, natural gas, New York, oil, plan participant, PPI, solver, sugar, Thomson Reuters, Thomson Reuters Indices, time series, wheat
By Christopher Carosa, CTFA | November 3, 2009
The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.
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Posted in Due Diligence | Tagged 24 hour trading, Anthony Welch, Art of Indexing, Australian currency, bond market, bonds, commodities, commodity, correlation, currencies, currency, day trading, depression, discount, Due Diligence, emerging market, equity market, ERISA, ETF, European, fiduciary, fixed-income, G-10, global market, Great Depression, Ian Naismith, leverage, leveraged, liability, liquid, liquidity, long/short, long/short pair, low correlation, Naismith, no credit risk, premium, Price volatility, real estate, Sarasota Capital Strategies, Stocks, thinly traded, US Dollar, US Equity, volatility, Welch, world's largest asset class
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/30/12
By Christopher Carosa, CTFA | April 2, 2012
Now we know why Washington has been dissing the 401k, why we lost the war for the fiduciary standard and why investors keep losing money.
Read the full story...Posted in Trending Topics | Tagged commodities, commodity, DOL enforcement, e-disclosure, Fee Disclosure Rule, Fiduciary Standard, IRA, target date fund, Tax Reform, TDF | Leave a response