Thoughtleaders with the veteran experience to sift through the noise and separate the wheat of solid trends from the chaff of tiresome fads. Accurately discerning between the two can mean the difference between long-term sustainability and irretrievably sunk costs.
Posts From Christopher Carosa, CTFA
State Retirement Mandate Redux, the Return of the 12b-1 Monster, and Changes Past & Future
The mistaken promise of participation may have an all-too-familiar ring to corporate retirement plan veterans.
Re: Retirement, it’s Reagan redux, plus ESG and asset allocation… How could you miss this?
You might think you can ignore PEPs. And you might be in for a surprise.
Government-sponsored retirement, fiduciary lives for another day, and a new king of Wall Street.
Long industry veteran tells it like it is. How will his comments change your thoughts on these important subjects?
Regulatory Reset, Fiduciary Status Quo, and the Investment Unknown
Astute fiduciaries understand this danger. They can proactively head off turbulence before the waters get particularly bad.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 3/12/21
Regulartory ping pong, the average fee, and alchemy or investing?