It goes without saying there are risks when one plays politics with other peoplesâ money. The depths of the ensuing fiduciary liability will only be tested when the tort bar brings the matter to court. Until then, fiduciaries may wish to proceed with caution.
Posts From Christopher Carosa, CTFA
“As for as the pre-release discussion of the Trump tax plan, I would just ignore it. Itâs short on details, which raises too many questions.”
States don’t run, fee scruples, and Bogle’s Bombshell.
Thanks in part to media reporting, retirement savers objectives are often misplaced. Striving for a high return or outpacing a particular index does not make for a successful retirement savings strategy.
A New Fiduciary, Fee Crossfire Silence and Controlling Expectations.
âWhile it is preferable to start at a young age, you are never too old to start making good financial decisions. If you have made mistakes in the past, it is important that you recognize where you went wrong, and start taking the proper steps to fix any issues you may have created, so that you can move towards a healthier financial state.â
Tax Reform, New DOL Secretary, and Hammering Index Funds.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 5/19/17
State-run suspicions, the funny thing about fees, and investing’s good old days.