If we understand thoroughly what happened to each generation during its unique formative years, we can then make sense of the unique and powerful core values that guide that generation’s unique decision-making, including the decisions about their money.
Posts From Christopher Carosa, CTFA
The financial news media and the investment industry constantly bombards employees with reminders to save for environment. It’s probably the most recognized financial goal people have. Could it be, then, that society has built up such an aura around retirement that the anticipation exceeds the actual event?
Compliance Do-Overs, Fiduciary Momentum, and “Free” lunches.
Still, others remain cautious, especially given the novelty of the idea and the fact it remains untested.
Clash of the retirement policy titans, scraping the bottom of the (fee) barrel, and why we can’t handle the choice we think we want.
As we approach clarity with regards to Congressional action and/or implementation of the Trump Executive Order, we may find need to expand these MEP guidelines. Until then, though, companies in business associations where commonality exists may wish to use these ground rules when determining if a 401k MEP is the right course to take.
Fiduciary rights and wrongs and looking at investments they way they used to look at them.
“…the best efforts of those focused on product, not investors, are ultimately doomed to failure.”
Progress and Retreat, fiduciary life without regulators, and “What, me worry/” markets.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 10/12/18
Silly public policy, the coming Fiduciary thing, and the return of classic investing headlines.