CommonSense InvestSense
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CommonSense InvestSense- Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
- InvestSense 101: Assets Under Management…or Mismanagement? – Separating Fact From Fiction
- Battle of the Best Interests: Why the Financial Services Industry Opposes a True Fiduciary Standard and Genuine Investor Protection
- 1+1=34: A Step-by-Step Guide to Wealth Management and Preservation Using the Active Management Value Ratio
- At What Cost?: Annuities, Cryptocurrency, and 401(k) Plans
- “CommonSense InvestSense”- Simplifying Prudent Investing with the Active Management Value Ratio™
- “At What Cost” – Annuities and Cryptocurrency vs. Wealth Preservation and Investor Protection
- “The Lie of the Pie” – Mutual Fund Marketing “Trickeration”
- Upon Further Review-Rethinking the Investment Decision-Making Process
- The Active Management Value Ratio™ 3.0: Maximizing Cost-Efficiency to Improve Investment Returns and Wealth Preservation
Monthly Archives: March 2013
REAL Wealth Management – Wealth Distributions and Transfers
This week, we address what I consider to be the third aspect of a genuine wealth management program -distributions and transfers of one’s assets. Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading
Posted in Asset Protection, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged financial planning, investor protection, retirement distribution planning, retirement planning, wealth distribution, wealth management, wealth preservation
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REAL Wealth Management 2019- Preservation
When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed by “what’s that” question. In my law practice, wealth preservation law covers several areas of the law, primarily wealth management, tax … Continue reading
Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Management, Wealth Preservation
Tagged asset protection, black box investment fraud, financial planning, investing, investment losses, investment portfolios, investment scams, investments, investor protection, InvestSense, portfolio construction, wealth management, wealth preservation, wealth recovery
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Dividend Investing vs. Variable Annuities
Excellent analysis of problems with variable annuities from the “Seeking Alpha” web site . Only thing missing is discussion of the use of inverse pricing on VA’s annual fees, producing windfall for VA issuer at expense of VA owner. “Seeking … Continue reading
Posted in Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged financial planning, investing, investment portfolios, investment scams, investments, investor protection, Pension Planning, portfolio construction, retirement planning, wealth management, wealth preservation
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CommonSense InvestSense 