Sheriff Andy Taylor (Andy Griffith in “The Andy Griffith Show”), Mike Brady (Robert Reed in “The Brady Bunch”) and Steven Douglas (Fred MacMurray in “My Three Sons”) each represent the iconic father—and the perfect fiduciary.
The month of June brings Father’s Day. The loyalty of dads represents the same kind of loyalty a fiduciary must have toward a client (or “beneficiary,” in keeping with the traditional trustee definition of fiduciary). This is a shade different than the fiduciary caring mothers have provided.
Remember when you came home after striking out in the big game? Mom would caress you. It made you feel good. It didn’t make you a better ballplayer, but it did take away the sniffles—at least until the next game when you’d invariably strike out again and the process would repeat itself.
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Christopher Carosa
Chris Carosa has been writing a weekly article and monthly column for BenefitsPRO online and BenefitsPRO Magazine since 2011 and is a nationally recognized award-winning writer, researcher and speaker. He’s written seven books, including From Cradle to Retire: The Child IRA; Hey! What’s My Number? – How to Increase the Odds You Will Retire in Comfort; A Pizza The Action: Everything I Ever Learned About Business I Learned By Working in a Pizza Stand at the Erie County Fair; and the widely acclaimed 401(k) Fiduciary Solutions. Carosa is also Chief Contributing Editor of the authoritative trade journal FiduciaryNews.com and publisher of the Mendon-Honeoye Falls-Lima Sentinel, a weekly community newspaper he founded in 1989. Currently serving as President of the National Society of Newspaper Columnists and with more than 1,000 articles published in various publications, he appears regularly in the national media. A “parallel” entrepreneur, he actively runs a handful of businesses, including a small boutique investment adviser, providing hands-on experience for his writing. A trained astrophysicist, he also holds an MBA and has been designated a Certified Trust and Financial Advisor. Share your thoughts and story ideas with him through Facebook (https://www.facebook.com/christophercarosa/)and Twitter (https://twitter.com/ChrisCarosa).
