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.
Posts From Christopher Carosa, CTFA
Why are financial professionals more likely to embrace behavioral finance and how can this help the average investor?
Repeating failure, forever young, and the coming fiduciary thing.
It turns out there’s a downside to 401k participant engagement. Who knew?
Potpourri, a fiduciary surprise, and “Out of Date” (Part Deux).
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.
A new year of expectations, a new fiduciary paradigm, and a new market.
The need for 401k plan sponsors to increase their focus on their fiduciary duties and, specifically, execute strategies with can reduce their fiduciary liability, arises from this New Fiduciary Era in which we find ourselves. Fortunately, the path to implementing these strategies is well worn. It should be easy to accomplish.
Retirement plans work! 12b-1 fees don’t, and the market horse is out of the barn.
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.