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 protect their financial interests.  Taken together, the twenty questions are patterned after questions I often use in investigating and litigating securities cases.

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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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