Year-end confusion, fiduciary stasis, and “I told you so” investing.
Posts From Christopher Carosa, CTFA
In general, there are some simple rules to follow. That being said, just because the rules are simple doesn’t mean you should follow them.
Asking for regulations, fiduciary basics, and remembering investing fundamentals.
Unlike previous definitions, this version takes a definitive step towards allowing plan sponsors to forgo traditional financial measures. Rather than relying on extensive academic studies, this new Rule represents a certain leap of faith.
ESG
If you want to make a difference, if you want to be seen as a thought leader, you’re going to have to do two things: understand your public relations goal (so you know how to measure success); and, know how to best deliver your message to your target audience.
More rules and crypto confusion.
Even without these extremes, this asset class brings with it a roller coaster experience, something many retirement savers won’t be able to stomach.
New rules, still asleep, and trouble for investing fads.
Final Fiduciary Thoughts For 2022 And What To Expect (Or Not) In 2023
. As we head towards our year-end hiatus, are you ready to take the dive into raw, unedited comments from those who serve or are served by the retirement industry?