The problem with Sequence of Return Risk is that there’s no way of knowing if you’ll experience it. It’s a roll of the dice. The best way to avoid this risk is to prepare as if it were going to happen.
Posts From Christopher Carosa, CTFA
Lotta compliance, no surprise fiduciary request, and handing investors the rope.
For all the talk of risk in the academic world, it’s the real world that provides the best answer to what risk really is and how to avoid it. How do your thoughts on this compare with others?
Social Update, Fiduciary Questions, and Investment Odds & Ends.
This elegance earned a Nobel Prize for several smart professors. You must forgive them, though, for they had a far limited toolkit to work from. Still, this was the original source from which “risk” sprang.
About that Rule, old fee news, and focus on TDFs
Perhaps it’s time to cut the cord of “financial wellness” and take your tonic of financial reality. Accept the schoolmarm for the discipline she brings, because that remains the most honest way to the riches of a satisfying retirement.
Government oversight, custodial fiduciaries, and investment deep dives.
Why are there two kinds of Target Date Funds and why does that doom this particular group of people saving for retirement in their company’s 401k plan?
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 8/20/21
“Them’s fighting words,” “It’s a shame if something should happen to your nice fiduciary,” and IUI – “Investing Under the Influence.”