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Modern Portfolio Theory
By Christopher Carosa, CTFA | June 10, 2014
If 401k plan sponsors have failed to update both their plan menu options and their education program to this new paradigm, they may have unknowingly placed their employees in peril.
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Posted in Basic, Education | Tagged 401k fiduciary, Andrew Carrillo, Anthony Alfidi, Charles Murphy, Goal-Oriented Target, GOT, James Hopkins, Jeremy Brenn, Joseph Carbone, Katie Stokes, Kevin Conard, Matthew Boersen, Matthew Grishman, Modern Portfolio Theory, MPT, risk, Travis Freeman, volatility
By Christopher Carosa, CTFA | June 3, 2014
Volatility simply can’t be used to measure risk because it contains components both of risk and reward. Here’s a better way to measure true investor peril.
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Posted in Education, Intermediate | Tagged Goal-Oriented Target, GOT, Hey What's My Number, Modern Portfolio Theory, MPT, peril, risk
By Christopher Carosa, CTFA | May 28, 2014
Despite evidence of its uselessness, it’s been a long goodbye for volatility. Will this bomb unsuspecting plan sponsors?
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Posted in Due Diligence | Tagged 401k, Anthony Alfidi, Bill Haley, Catch-22, Dan Dingus, Harry Markowitz, James Hopkins, Joe Gordon, Joseph Carbone, Joseph Heller, Katie Stokes, Kevin Conard, Leonard Raskin, Matthew Boersen, Matthew Grishman, Modern Portfolio Theory, MPT, Richard Feynman, risk, Robert Lawton, standard deviation, tight bombing pattern, Travis Freeman, VIX, volatility, William Sharpe
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
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