Monthly Archives: February 2012

Special Alert-Barron’s “America’s Top 1000 Financial Advisors”

Posted on February 21, 2012 by

I am, and always have been, a huge fan of Barron’s.  It is a great resource for investors and those having interests in the financial services industry. However, the “America’s Top 100 Financial Advisors” supplement in the February 20, 2012, issue has to … Continue reading →

Posted in Uncategorized

The One Question Every Investor Should Always Ask

Posted on February 10, 2012 by

This week I had two referrals that prompted this post.  In each case, I was asked to provide a pre-investment suitability analysis for fiduciaries involved in the cases.  One case involved a trust for two children whose parents had died.  … Continue reading →

Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Plan Participants, Retirement Planning | Tagged , , , , , , , ,

New Wealth Recovery White Paper

Posted on February 1, 2012 by

InvestSense’s new White Paper, “Recovering ‘Hidden’ Assets: Wealth Preservation and Recovery Strategies for Heirs, Beneficiaries and their Advisers,” addresses the increasing problem of executors, trustees and other fiduciaries overlooking and/or failing to advise heirs and beneficiaries of potential assets of an estate … Continue reading →

Posted in Investment Portfolios, Investor Protection, Wealth Preservation | Tagged , , , , , , , ,