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Author Archives: investsense
A Simple Step to Better Protect Pension Plan Participants
Reviewing the reported trillion dollar losses that investors suffered during the 2000-2002 and 2008 bear markets, I cannot help but wonder how much of those losses were preventable, especially for 401k investors. 401k plans are increasingly opting for participant directed retirement plans … Continue reading
Posted in Uncategorized
Sunlight Is the Best Disinfectant
A previous InvestSense white paper discussed one question every investor should ask their financial advisers whenever investment recommendations are provided-”Why?” The new InvestSense white paper, “Sunlight Is the Best Disinfectant,” provides nineteen more questions that investors should ask to better … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, portfolio planning, Retirement Plan Participants, Wealth Preservation
Tagged asset protection, black box investment fraud, financial interests, financial planning, investing, investment portfolios, investor protection, wealth management, wealth preservation
Bigger Than Madoff?
The new InvestSense white paper, “Dirty Little Secrets: Protecting Investors and Fiduciaries Against ‘Black Box’ Investment Fraud,” provides information and advice on how to avoid the often subtle and overlooked problem of “black box” asset allocation/ portfolio optimization plans. Based … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Wealth Preservation
Tagged abusive practices, asset protection, black box investment fraud, financial planning, investing, investment losses, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement planning, wealth management, wealth preservation
Special Alert-Barron’s “America’s Top 1000 Financial Advisors”
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
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 asset protection, financial planning, investing, investment portfolios, investments, investor protection, retirement planning, wealth management, wealth preservation
New Wealth Recovery White Paper
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
New Investor Protection White Paper
With the new year comes the renewed debate for a universal fiduciary standard that would protect the public by requiring that anyone providing investment advice to the public must put the customer’s financial interests ahead of those of the adviser. … Continue reading
Posted in Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Planning, Wealth Preservation
Tagged abusive practices, asset protection, closing argument, financial interests, financial planning, investing, investment losses, investment portfolios, investor protection, InvestSense, stockbrokers, wealth management, wealth preservation
Best Investment Book Recommendations
I’m often asked to recommend the “best” investment book for investors, especially at this time of the year. Where are a number of helpful investment books available, I always recommend “Winning the Loser’s Game: Timeless Strategies for Successful Investing” by Charles D. Ellis. Now … Continue reading
Trust, But Verify
I recently read an article, “Trust, Stupidity and Fraud,” which discussed the so-called “unholy trinity” of financial planning. The article, written by Australian attorney Peter Bobbin, forecast a rise in fraud within the financial planning industry. In analyzing fraud, Bobbin … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Planning, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement planning, wealth management, wealth preservation
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The InvestSense Challenge
Protect your financial security with our new white paper, “The InvestSense Challenge.” The Challenge provides key information and industry ”secrets” in a “quick” format in furtherance of our motto/mission, the power of the informed investor.
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Planning, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement planning, wealth management, wealth preservation
