-
Recent Posts
Archives
Categories
Meta
Pages
CommonSense InvestSense
Category Archives: Portfolio Planning
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 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
Breach of Trust
Once again, Congress has shown its true colors, as steps have been taken to prevent the implementation of a universal fiduciary standard in the financial services industry. Despite the clear evidence of recent abuses on Wall Street and studies supporting … Continue reading