Browse: Home /
passive-active
By Christopher Carosa, CTFA | March 4, 2014
Can a Swiss Cheese argument add any value to solving important issues that really exist?
Read the full story...
Posted in Fees | Tagged Ary Rosenbaum, Brooks Herman, default, DOL, fiduciary, Greg Carpenter, Ian Ayres, Kathleen McBride, Marcia Wagner, naive diversification, nevin adams, passive-active, QDIA, Quinn Curtis, Ron Rhoades
By Christopher Carosa, CTFA | February 10, 2014
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
Read the full story...
Posted in Trending Topics | Tagged 401k, AOL, Bond, Detroit, DOL, ERISA, fiduciary, Fiduciary Standard, Index, investment policy statement, IRA, menu option, MEP, MyRA, passive-active, Richard Reyes, SEC, target date fund
By Christopher Carosa, CTFA | September 3, 2013
It’s Big Guv vs. Big Guv on bankrupt cities’ public employee pensions, real fiduciary split interests and time for active investing to shine?
Read the full story...
Posted in Trending Topics | Tagged 401k, 408(b)(2), Calpers, CFP, court ruling, DOL, equalization, ERISA, fiduciary, FINRA, interest rate, menu option, municipal bankruptcy, NAPFA, passive-active, pension, retirement, Retirement Readiness, risk tolerance, San Bernadino, saving, Savings Cap, SEC, Social Security, Stockton, suitability standard, T. Rowe Price, target date fund, TDFs, USEC
By Christopher Carosa, CTFA | June 24, 2013
Washington does its best to stymie the fiduciary standard while the free markets say otherwise and big pensions move to “all-index” in time to catch annual summer swoon.
Read the full story...
Posted in Trending Topics | Tagged 401k, Borzi, Calpers, Dodd-Frank, DOL, Fiduciary Rule, Fiduciary Standard, Index, investment menu, Overdiversification, passive-active, retirement, target date fund, Trone
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
By Christopher Carosa, CTFA | March 25, 2013
Washington talks of scrambling nest eggs, DOL smacks poor fiduciaries and silly season for investments.
Read the full story...
Posted in Trending Topics | Tagged 12b-1, 401k, 401k loan, Bond, Calpers, court ruling, Detroit Pension, DOL, fiduciary, Fiduciary Rule, Fiduciary Standard, Ford, Harold Evensky, index fund, Kansas, passive-active, pension, retirement, SEAL, SEC
By Christopher Carosa, CTFA | January 14, 2013
403(b) ills, a fiduciary stew and the return of investment performance.
Read the full story...
Posted in Trending Topics | Tagged 401k, 403b, brokerage window, DOL, Dual Registration, fiduciary, Fiduciary Standard, FINRA, Fred Reish, investment performance, IRA, IRS, mutual fund, nonprofit, passive-active, ROTH 401k, tax
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/7/14
By Christopher Carosa, CTFA | February 10, 2014
DOL gets tough, Fiduciary Gridlock a blessing? and Good Investment advice.
Read the full story...Posted in Trending Topics | Tagged 401k, AOL, Bond, Detroit, DOL, ERISA, fiduciary, Fiduciary Standard, Index, investment policy statement, IRA, menu option, MEP, MyRA, passive-active, Richard Reyes, SEC, target date fund | Leave a response