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Posts From Christopher Carosa, CTFA

How Math Anxiety Ruins Retirement – And What to Do About It

    How Math Anxiety Ruins Retirement – And What to Do About It

Math Anxiety can hurt retirement saving. Reversing the overall condition may be complicated. We can, however, isolate its negative impact on retirement and possibly reduce those effects.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/19

Risk without reward, fiduciary law precedent, and, yes, high fees are bad.

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4th Quarter Fallout: Mistakes 401k Participant Might Make After Reading Their Latest Statement

    4th Quarter Fallout: Mistakes 401k Participant Might Make After Reading Their Latest Statement

Are you afraid you might freak out if you see the results of a bad quarter reflected in the statement you are about to open? Read this and learn how to train yourself to avoid making rash (and wrong) decisions.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/25/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/25/19

The states go marching on, the inside scoop on fees, and John Bogle’s complex legacy.

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Exclusive Interview: Vic Ricciardi Says “Status Quo” Bias Thwarts Broader Acceptance of Behavioral Finance

    Exclusive Interview: Vic Ricciardi Says “Status Quo” Bias Thwarts Broader Acceptance of Behavioral Finance

Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/18/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/18/19

Repeating failure, forever young, and the coming fiduciary thing.

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Recent Market Volatility Has Revealed This About Target Date Funds

    Recent Market Volatility Has Revealed This About Target Date Funds

It turns out there’s a downside to 401k participant engagement. Who knew?

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/11/19

Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).

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Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

    Will 401k Plan Sponsors Fall for These Over-Hyped Topics?

A good fiduciary needs to see through the hype and base decisions solely on matters of import. This isn’t as easy as it sounds. For one thing, hype, like humor, works because it’s based on truth. This mantle of credibility is just enough to lead the fiduciary astray.

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FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/4/19

    FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 1/4/19

A new year of expectations, a new fiduciary paradigm, and a new market.

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