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Modern Portfolio Theory
By Christopher Carosa, CTFA | May 13, 2013
Will small businesses punt 401k plans? How Fiduciary Advocates can fight back. Coming Soon: The Revenge of the Market.
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Posted in Trending Topics | Tagged court ruling, fiduciary, Fiduciary Rule, Fiduciary Standard, Fred Reish, Frontline, growth, index fund, IRA, Modern Portfolio Theory, momentum investing, MPT, NAPFA, PBS, retirement, small business, tax, Tibble v. Edison, value
By Christopher Carosa, CTFA | December 10, 2012
Black Helicopters circling your 401k and regulation: The Good, the Bad and the Ugly
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Posted in Trending Topics | Tagged 401k, 403b, Fee Disclosure Rule, Fiduciary Rule, Fiduciary Standard, fiscal cliff, IBM, match, Modern Portfolio Theory, mutual fund ratings, One Portfolio, pension, retirement, target date fund, tax
By Christopher Carosa, CTFA | December 4, 2012
Do the answers 401k investors seek lie in its past?
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Posted in Due Diligence | Tagged 2006 Pension Protection Act, 401k, Jason Zweig, Lipper, Managed Portfolio, Modern Portfolio Theory, Morningstar, mutual fund, One Portfolio, pension, profit sharing, Scott Holsopple, Style Box, Timothy G. Parker
By Christopher Carosa, CTFA | April 23, 2012
Retirees dodge a Washington Bullet, the fiduciary debate heats up, a look into the future with future disclosure and the beginning of the end of Modern Portfolio Theory?
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Posted in Trending Topics | Tagged Asset Allocation, Congress, court ruling, Fee Disclosure, Fiduciary Standard, IRA, Modern Portfolio Theory, pension, public pension, retirement, tax, Tussey v ABB
By Christopher Carosa, CTFA | October 26, 2011
It took finance professors more than half a century to conclude what a 1956 Elvis chart-topper told us in 2 minutes and 33 seconds.
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Posted in Education | Tagged 4th Deadly Sin, 7 Deadly Sins, Al Suqaier, Al Zuyud, Archer, Chung, diversification, Elton, Elvis, Evans, Fisher, Gruber, Lorie, Markowitz, Mayshar, Modern Portfolio Theory, Overdiversification, Portfolio Optimization, Presley, specific risk, Statman, systemic risk, Tole, unsystemic risk
By Christopher Carosa, CTFA | September 6, 2011
As the fight shift from adopting a fiduciary standard to redefining “fiduciary,” we learn the fee-counters might be counting the chickens before they’re hatched.
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Posted in Trending Topics | Tagged 12b-1, 401k, court ruling, David Swensen, fee, Fee Disclosure, fiduciary, Fiduciary Standard, Fred Reish, IRA, Modern Portfolio Theory, plan sponsor, risk
By Christopher Carosa, CTFA | August 30, 2011
Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.
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Posted in Education | Tagged 401k, 7 Deadly Sins, Anchoring, behavioral economics, behavioral finance, Black-Sholes, Capital Asset Pricing Model, ERISA, fiduciary, game theory, John von Neumann, Modern Portfolio Theory, Monte Carlo, Myopic Loss Aversion, Nudge, Richard Thaler, risk, Second Deadly Sin
By Christopher Carosa, CTFA | August 29, 2011
A week with compliance news coming in from all sides. What issue will have the greatest impact?
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Posted in Trending Topics | Tagged 401k, Compliance, ETF, fee, Fee Disclosure, fiduciary, Fiduciary Standard, IRA, Modern Portfolio Theory, risk
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/10/13
By Christopher Carosa, CTFA | May 13, 2013
Will small businesses punt 401k plans? How Fiduciary Advocates can fight back. Coming Soon: The Revenge of the Market.
Read the full story...Posted in Trending Topics | Tagged court ruling, fiduciary, Fiduciary Rule, Fiduciary Standard, Fred Reish, Frontline, growth, index fund, IRA, Modern Portfolio Theory, momentum investing, MPT, NAPFA, PBS, retirement, small business, tax, Tibble v. Edison, value | Leave a response