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Rich Winer
By Christopher Carosa, CTFA | March 19, 2013
Bonds and bond funds alike suffer from rising interest rates, but bonds are protected in ways bond funds are not. Does the typical 401k investor know that?
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Posted in Due Diligence | Tagged 401k, Bo Lu, Bond, bond fund, Chuck Epstein, Hilary Martin, investment, James Watkins, Michael Prus, Rich Winer, Timothy Yee, Todd Tresidder
By Christopher Carosa, CTFA | January 15, 2013
For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?
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Posted in Due Diligence | Tagged 401k, Churchill, David Nanigian, democracy, Elle Kaplan, Joshua Ziering, Lipper, Michael Prus, Morningstar, Multi Cap, retirement, Rich Winer, Robert Massa, Style Box, Tim Dyer, Timothy Yee, Todd Tresidder
By Christopher Carosa, CTFA | May 31, 2012
Will 401k plan sponsors find themselves in the same sorry position as the unfortunate bartender who served one too many drinks?
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Posted in Education | Tagged 2006 Pension Protection Act, 401k, Annuity, Charles Scott, Courtenay Shipley, fiduciary, Hilary Martin, liability, Mathew Goldberg, Nick Richtsmeier, Rich Winer, Roger Wohlner, Timothy Yee
By Christopher Carosa, CTFA | May 30, 2012
Is there evidence to support what surveys say 401k investors want? Quite the contrary.
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Posted in Education | Tagged Annuity, Brian Solik, Charles Scott, Courtenay Shipley, Curt Knotick, Hilary Martin, John Hommel, Mathew Goldberg, Michael Lecours, Nick Richtsmeier, recency, Rich Winer, time horizon, Timothy Yee
By Christopher Carosa, CTFA | May 22, 2012
Government policy and the hoi polloi might be leading 401k plan sponsors to disaster. Why?
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Posted in Education | Tagged Annuity, Blackrock, Brian Solik, Charles Scott, Courtenay Shipley, Curt Knotick, fiduciary, financial literacy, Hartford, Hilary Martin, John Hommel, liability, longevity, Mathew Goldberg, Michael Greaney, Nick Richtsmeier, recency, retirement, Rich Winer, Savings, Timothy Lee
