Right now, disclosure is often a boiler-plate after thought, printed in fine-print legalese, not the sort of alarm-bell regulators assume it to be. If a fiduciary knowingly relies on this false siren, what are the risks?
Posts From Christopher Carosa, CTFA
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.
Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?
What does the Fiduciary Standard, upside down mutual fund conventional wisdom and dullard annuities all have in common?
The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Here’s how it works.
Why define bonds? A literary technique known as “foreshadowing” 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. What’s 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.
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/15/10
You won’t believe some of the articles that appeared this week – and supposedly high end publications!