New White Paper

New white paper posted on our web site, CommonSense InvestSense, at http://www.investsense.com.  “Investment Fraud ‘Secrets’: How to Avoid Becoming a Victim of Investment Fraud,” examines the role of internal beliefs and biases that often prevent investors from recognizing investment fraud and properly protecting themselves from becoming a victim of fraud.  The white paper is available under “Investment Fraud Secrets” tab on the main page.

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About investsense

I am an ERISA/securities attormey, CFP Emeritus, and Accredited Wealth Management Advisor. I am also a former securites compliance director, I provide forensic investment analyses to help 401(k)/403(b) plan sponsors and other investment fiduciaries avoid legal liability exposure and protect their financial well-being. I am the creator of the Active Management Value Ratio metric, which analyzes the cost-efficiency of investments for investment fiduciaries and attorneys.
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2 Responses to New White Paper

  1. Seher Noonan's avatar Seher Noonan says:

    My first time here. Awesome blog and great post. Well done.

  2. Jaundalynn's avatar Jaundalynn says:

    Wow, that’s a rlaely clever way of thinking about it!

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