CommonSense InvestSense
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CommonSense InvestSense- “CommonSense InvestSense™”…Account Management June 6, 2013“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading →investsense
- Special Investor Alert-Questions About New “Barron’s Advisors” May 30, 2013In February, 2012 I wrote a post regarding the value of Barron’s “Top 1000 Advisers List,” citing the questionable criteria used and lack of transparency on the calculation process used in preparing the list. Barron’s has just published a new … Continue reading →investsense
- “Humble Arithmetic,” Prudence, and Successful Investing May 22, 2013Facts do not cease to exist because they are ignored. – Aldous Huxley In 2005, John Bogle, of Vanguard fame, spoke at the 60th anniversary conference of the Financial Analysts Journal. Mr. Bogle’s presentation, entitled “The Relentless Rules of Humble … Continue reading →investsense
- Wealth Preservation Saboteurs April 30, 2013“Get what you can and keep what you have; that’s the way to get rich.” Scottish Proverb In a series of earlier posts, I discussed the three planning areas that I believe constitute real wealth management – wealth accumulation, wealth … Continue reading →investsense
- Three Numbers Every Investor and Fiduciary Should Remember April 7, 2013The abundance of investment products and investment information available today can be intimidating and confusing to many investors, both novice and professional. Over my twenty-plus years as an attorney and investment adviser, I have tried to help others focus on … Continue reading →investsense
- REAL Wealth Management – Wrap-Up March 24, 2013Over the past four weeks, I have written posts to discuss what I perceive to be the three true areas of comprehensive wealth management – accumulation, preservation/protection and distribution/transfer. While many financial professionals may claim to be wealth managers, a … Continue reading →investsense
- REAL Wealth Management – Wealth Distributions and Transfers March 17, 2013This 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 →investsense
- REAL Wealth Management – Preservation March 9, 2013When 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 →investsense
- Dividend Investing vs. Variable Annuities March 7, 2013Excellent 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 →investsense
- REAL Wealth Management – Accumulation March 2, 2013As promised, over the next four weeks I will discuss what I believe are the three aspects of real wealth management – accumulation, protection/preservation and distribution. Most of the posts and white papers on this site deal with the accumulation … Continue reading →investsense
- “CommonSense InvestSense™”…Account Management June 6, 2013
Tag Archives: wealth management
“CommonSense InvestSense™”…Account Management
“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged InvestSense, investing, investments, wealth management, financial planning, wealth preservation, investment portfolios, investor protection, asset protection, retirement planning, portfolio construction, investment losses, abusive practices, black box investment fraud, 401k Investing, investment advisors, investment scams, wealth distribution, Active Management Value Ratio, investment advice
Special Investor Alert-Questions About New “Barron’s Advisors”
In February, 2012 I wrote a post regarding the value of Barron’s “Top 1000 Advisers List,” citing the questionable criteria used and lack of transparency on the calculation process used in preparing the list. Barron’s has just published a new … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Uncategorized, Wealth Preservation
Tagged abusive practices, Active Management Value Ratio, asset protection, investing, investment advice, investment advisors, investment losses, investment portfolios, investments, investor protection, InvestSense, portfolio construction, wealth management, wealth preservation
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“Humble Arithmetic,” Prudence, and Successful Investing
Facts do not cease to exist because they are ignored. – Aldous Huxley In 2005, John Bogle, of Vanguard fame, spoke at the 60th anniversary conference of the Financial Analysts Journal. Mr. Bogle’s presentation, entitled “The Relentless Rules of Humble … Continue reading
Posted in Investment Portfolios, Portfolio Construction, portfolio planning, Retirement Distribution Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged Active Management Value Ratio, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement distribution planning, wealth management, wealth preservation
Three Numbers Every Investor and Fiduciary Should Remember
The abundance of investment products and investment information available today can be intimidating and confusing to many investors, both novice and professional. Over my twenty-plus years as an attorney and investment adviser, I have tried to help others focus on … Continue reading
Posted in Wealth Preservation, Asset Protection, Portfolio Construction, Investor Protection, Retirement Plan Participants, Investment Portfolios, Retirement Planning, portfolio planning, Wealth Management, Investment Fraud, Wealth Accumulation, Retirement
Tagged InvestSense, investing, investments, wealth management, financial planning, wealth preservation, retirement plan participants, investment portfolios, investor protection, asset protection, retirement planning, portfolio construction, 401k Investing, retirement distribution planning
REAL Wealth Management – Wrap-Up
Over the past four weeks, I have written posts to discuss what I perceive to be the three true areas of comprehensive wealth management – accumulation, preservation/protection and distribution/transfer. While many financial professionals may claim to be wealth managers, a … Continue reading
Posted in Wealth Preservation, Asset Protection, Portfolio Construction, Investor Protection, Retirement Plan Participants, Investment Portfolios, Retirement Planning, portfolio planning, Wealth Management, Investment Fraud, Wealth Accumulation, Retirement, Retirement Distribution Planning
Tagged InvestSense, investing, investments, wealth management, financial planning, wealth preservation, retirement plan participants, investment portfolios, investor protection, asset protection, retirement planning, 401k, portfolio construction, 401k Investing, Pension Planning, investment scams, wealth distribution, retirement distribution planning
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
REAL Wealth Management – 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
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
REAL Wealth Management – Accumulation
As promised, over the next four weeks I will discuss what I believe are the three aspects of real wealth management – accumulation, protection/preservation and distribution. Most of the posts and white papers on this site deal with the accumulation … Continue reading
Posted in Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement planning, wealth management, wealth preservation
REAL Wealth Management
Difficult times recently. My mother recently passed away under a cloud of issues and I just finished my most recent book, “The 401(k)/403(b) Investment Manual.” Then a prospective client contacted me with regard to his ongoing problems with a “wealth … Continue reading
Posted in Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, asset protection, financial interests, financial planning, investing, investment advisors, investment portfolios, investment scams, investments, IRAs, Pension Planning, portfolio construction, retirement planning, wealth management, wealth preservation
