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Modern Portfolio Theory
By Christopher Carosa, CTFA | August 13, 2013
Exposed as misleading as early as 1999, should 401k plan sponsors continue to risk increasing their fiduciary liability by condoning their use?
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Posted in Due Diligence | Tagged 401k, Adam Koos, Donald G. Macgregor, fiduciary, Fiduciary Standard, Harold Evensky, John Ledford, Michael Berry, model portfolio, Modern Portfolio Theory, Paul Slovic, plan sponsor, risk, risk tolerance, risk tolerance questionnaire, suitability standard
By Christopher Carosa, CTFA | June 3, 2013
The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.
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Posted in Trending Topics | Tagged 401k, 403b, Annuity, auto-enrollment, balanced funds, Bond, DB plan, DC plan, DOL, EBSA, Fiduciary Standard, IRA, LIMRA, Modern Portfolio Theory, passive-active, retirement, SEC
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
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/31/13
By Christopher Carosa, CTFA | June 3, 2013
The week reveals the sometimes uncomfortable truth about fees, fiduciary and fixed income.
Read the full story...Posted in Trending Topics | Tagged 401k, 403b, Annuity, auto-enrollment, balanced funds, Bond, DB plan, DC plan, DOL, EBSA, Fiduciary Standard, IRA, LIMRA, Modern Portfolio Theory, passive-active, retirement, SEC | Leave a response