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Posts From Christopher Carosa, CTFA

How Stock Pickers Incorporate (Or Don’t) ESG And Stay Within Their Fiduciary Duty To Clients

    How Stock Pickers Incorporate (Or Don’t) ESG And Stay Within Their Fiduciary Duty To Clients

While this might ruffle the feathers of ESG activists, those responsible for the day-to-day work of picking stocks have the real-world experience to fully understand where Buffett is coming from.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/31/23

ESG or Social Security, what’s more important?

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Is ESG Investing A Problem For Fiduciary Duty?

    Is ESG Investing A Problem For Fiduciary Duty?

The Biden Rule, like the Trump Rule, does not encourage or discourage the use of ESG criteria when selecting investments. This allows fiduciaries to either adopt ESG principles or ignore them.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/24/23

Raising the retirement age, ESG, and diversity, just not the way you think.

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Should 401k Plan Sponsors Teach Employees How To Create Post-Retirement Side Hustles?

    Should 401k Plan Sponsors Teach Employees How To Create Post-Retirement Side Hustles?

Retirement plan sponsors may also benefit from teaching entrepreneurial skills to their employees. Such lessons could also provide employees with opportunities to begin to practice what they learned directly for their current employer.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/17/23

Killing retirement, back to the hat, and a new risk in town.

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The Impact Of Working Retirees And The Appropriate Way 401k Plan Sponsors Should Respond To Them

    The Impact Of Working Retirees And The Appropriate Way 401k Plan Sponsors Should Respond To Them

From an employer perspective, it’s not just about the 401k plan. There are greater realities that must be dealt with. Different firms, however, will find distinct—and differing—realities.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/10/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/10/23

Battling regs, stupid choices, and let’s call the whole active vs. passive thing off.

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Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

    Exclusive Interview: Nevin Adams On Being RINO—‘Retired In Name Only’

A major retirement industry thought leader collects his gold watch. Here’s his inside story. And he’s sticking to it.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/23

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/3/23

Piling on Social Security, who still does 12b-1? and the end of passive?

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