Christopher Carosa

By Christopher Carosa | 12/19/2016

Editor’s Note: This is an edited and significantly abridged version of a column Mr. Carosa posted on FiduciaryNews.com. You can read the full article here (free registration required).What if the fiduciary rule doesn’t matter anymore? Is it possible the spark it has caused has lit a fire that will... READ MORE

Do Advisors Have The Right Stuff? (or ‘How I Learned to Stop Worrying and Love the Robo-Advisor’)

By Christopher Carosa | 8/3/2015

Warning: The following contains adult situations and language and may not be suitable for those without The Right Stuff.While the industry seems content to argue how many business models can dance on the head of a fiduciary, there is a demon that lives in the air. They say that whatever business... READ MORE

A Call to Pens — Or Why You’re Paying Too Much for Financial Journalism

By Christopher Carosa | 6/24/2015

You may have seen a recent story by Jason Zweig in The Wall Street Journal entitled, “Why You’re Paying Too Much in Advisory Fees.” Well, it seems to me that the way financial journalists charge for their writing often makes no sense, and it needs to change.The typical financial writer charges... READ MORE

An Astronomer, a Broadcaster and an Investment Manager Walk Into a Bar...

By Christopher Carosa | 5/15/2015

The bartender pours one glass and provides no straws. Only one set of lips touched the glass, yet they all partook of the fine beverage. How could this be?Before I offer the answer to this riddle (if it’s not already obvious to you), allow me to cite the inspiration to this piece. A couple of weeks... READ MORE

A House Divided…

By Christopher Carosa | 4/22/2015

Now that the DOL has finally come out with its “new and improved” conflict-of-interest proposal, we can be sure of two things. First, the brokerage industry won this round hands down. They got to keep their commissions, 12b-1 fees and revenue sharing — and for what price? The mere pittance of... READ MORE

Do Robo-Advisors Dream of Lifetime Income Goals?

By Christopher Carosa | 2/18/2015

I recently spent an entire morning on what’s called a “radio tour.” Apparently, my publicist thought the best way to spark interest in my new book, Hey! What’s My Number? — How to Increase the Odds You Will Retire In Comfort was to appear nationally on a cold Tuesday morning discussing the relative... READ MORE

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Christopher Carosa

NAPA's 401(k) Rollover Specialist (k)RS Credential

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