While some may consider this heresy, the best option for a fiduciary managing a portfolio is to include a consistent percentage of assets outside the equity markets and in assets that preserve capital.
Posts From Christopher Carosa, CTFA
Familiarity may breed contempt, but it also makes you sloppy. Do you know plan sponsors that have forgotten they need to address these matters?
Rollover warning, Schrödinger’s fiduciary, and the stalled pendulum finally swings the other way.
Although the Rule appears to be directed primarily at service providers, plan sponsors still have a fiduciary duty to monitor plan compliance, and that includes complying with the demands of this new rule.
Playing with regulatory fire, back to the fiduciary future, and investing as history, not science.
Before you scorn the use of badges, remember, the company match is the ultimate badge. If you meet a minimum savings goal, the company awards you a “badge” of a matching contribution.
401k Bubble? 60’s redux? and Bonds blowing up?
Learning to budget isn’t a single lesson. It’s a series of lessons that get more advanced as the student progresses.
Retirement, taxes, and investment mixed signals.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 4/30/21
IRA aplenty, fiduciary complainers, and an expectations problem?