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By Christopher Carosa, CTFA | August 23, 2011
How a simple pub game destroyed the nearly two generations-old foundation that built a Nobel-Prize winning investment theory.
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Posted in Education | Tagged 2nd Deadly Sin, 401k, 7 Deadly Sins, ERISA, Harry Markowitz, Modern Portfolio Theory, risk, standard deviation, volatility
By Christopher Carosa, CTFA | August 18, 2011
To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.
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Posted in Education | Tagged 2nd Deadly Sin, 401k, 7 Deadly Sins, Goal-Oriented Target, Modern Investment Goal, Modern Portfolio Theory, risk, volatility
By Christopher Carosa, CTFA | October 13, 2010
Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.
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Posted in Education | Tagged 3rd Deadly Sin, Ben Graham, bond fund, bonds, fiduciary, risk-free, volatility
By Christopher Carosa, CTFA | October 12, 2010
Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?
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Posted in Education | Tagged 3rd Deadly Sin, Ben Graham, bonds, Modern Portfolio Theory, volatility
By Christopher Carosa, CTFA | November 3, 2009
The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.
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Posted in Due Diligence | Tagged 24 hour trading, Anthony Welch, Art of Indexing, Australian currency, bond market, bonds, commodities, commodity, correlation, currencies, currency, day trading, depression, discount, Due Diligence, emerging market, equity market, ERISA, ETF, European, fiduciary, fixed-income, G-10, global market, Great Depression, Ian Naismith, leverage, leveraged, liability, liquid, liquidity, long/short, long/short pair, low correlation, Naismith, no credit risk, premium, Price volatility, real estate, Sarasota Capital Strategies, Stocks, thinly traded, US Dollar, US Equity, volatility, Welch, world's largest asset class
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13
By Christopher Carosa, CTFA | May 20, 2013
Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.
Read the full story...Posted in Trending Topics | Tagged 401k, 401k loan, Active ETF, Australia, Bond Bubble, boomer, Congress, court ruling, DOL, ERISA, ETF, fiduciary, index fund, interst rates, IRA, IRS, milennial, pension, Phyllis Borzi, plan sponsor, retirement, retirement income, Safe Harbor, SEC, Star Trek, target date fund, volatility | Leave a response