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Tag "volatility"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/17/13

Post IRS, can DC be trusted with Fiduciary? Meanwhile, pop culture tries to define Fiduciary as there appears to be something strange brewing in the markets.

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The 401k Plan Sponsor’s Dilemma – What’s Wrong with “Risk”

How a simple pub game destroyed the nearly two generations-old foundation that built a Nobel-Prize winning investment theory.

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Investment Risk and the 401k Fiduciary: An Overview of Components

To best understand what is wrong with the misuse of investment “risk tolerance,” we need to understand these components of risk.

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How the ERISA Fiduciary Can Avoid the 3rd Deadly Sin – Bond Insecurity

Bond investing is not for the faint-hearted. Because of the myriad ways one can use – and misuse – bonds, buying them represents one of the most important caveat emptor scenarios in the world of investing.

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Will Plan Sponsors Believe Their Lying Eyes or Will They Still Believe Bonds are “Safe”?

Would there still be a “Modern Portfolio Theory” if the volatility of bonds today existed 50 years ago?

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Can Currency ETFs Help Your Portfolio?

The wildness of the equity markets and the uncertainty of our economic environment appears to be opening the eyes of the typical fiduciary to more exotic investments. The practical implication may mean greater potential liability.

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