Bond investing is not for the faint-hearted. Because of the myriad ways one can use â and misuse â bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.
Posts From Christopher Carosa, CTFA
Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?
The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Hereâs how it works.
Why define bonds? A literary technique known as âforeshadowingâ is when the author mentions a seemingly innocuous, indeed, if not out-of-place, fact that will have a major bearing in some future event in the plot.
Again, it comes down to a question of needs, costs and personal preferences. Whatâs more important: Avoiding bankruptcy and sharing control or increasing long-term profits and retaining control?
Out of The Fiduciary Forum comes a startling revelation – one that may change the way regulators regulate and the way fiduciaries seek to reduce their liability.
Whether or not you agree with the evolution of Modern Portfolio Theory, you cannot deny the “risk-return trade-off” has become the common sense soundbite of the century for the world of investors.
While pension problems trump annuity ideas and the fiduciary fracas festers, along comes the DOL to remind us they’re still in this game.
Weâll show you the raw data first, then provide our analysis â and an important caveat.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/8/10
What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?