CommonSense InvestSense
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CommonSense InvestSense- “Humble Arithmetic,” Prudence, and Successful Investing – 2019 December 2, 2019Facts do not cease to exist because they are ignored. – Aldous Huxley In 2005, the late John Bogle, of Vanguard fame, spoke at the 60th anniversary conference of the Financial Analysts Journal. Mr. Bogle’s presentation, entitled “The Relentless Rules … Continue reading →investsense
- Full Disclosure: The Art of Reading and Interpreting Mutual Fund Ads November 26, 2019One of the most frequent questions I receive is how to effectively read and interpret mutual fund advertisements. I receive this question not only from individual investors, but from professional investment fiduciaries, such as pension plan sponsors, and securities/ERISA attorneys. … Continue reading →investsense
- Investor, Protect Thyself: The InvestSense Investor Self-Defense Strategy October 15, 2019During his term as Chairman of the Securities and Exchange Commission (SEC).(1993-2001), Arthur Levitt focused more on investor protection than perhaps any other recent SEC Chairman. His advice from a1999 speech, “Financial Self-Defense: Tips From and SEC Insider,” is still … Continue reading →investsense
- Investopedia Top 100 Most Influential Financial Advisor Honor August 15, 2019Honored to be named by Investopedia as one of the Top 100 Financial Advisors for 2019. Unlike a lot of other “top” lists, Investopedia bases its selection largely on criteria such as contributions to online media to educate investors on … Continue reading →investsense
- One Step to Building More Effective, and Safer, Investment Portfolios July 27, 2019What is the first factor an investor or investment fiduciary, such as a pension plan sponsor, should consider in evaluating an actively managed mutual? Most people’s answer would probably be a fund’s returns or the number of Morningstar “stars” given … Continue reading →investsense
- CommonSense InvestSense About…Returns July 20, 2019As an attorney that specializes in wealth management/preservation and asset protection, I often see investors who have suffered unnecessary financial losses due to poorly designed and/or poorly managed investment portfolios. This is especially troubling, for as legendary investment expert Benjamin … Continue reading →investsense
- Sound Investment Advice from Jack Bogle…Again May 5, 2019Why write anything? Mr. Bogle says it all. https://www.yahoo.com/finance/news/vanguard-founder-jack-bogle-apos-194408395.htmlinvestsense
- REAL Wealth Management 2019 – Wealth Distributions and Transfers April 13, 2019Today, 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 2019 – Preservation April 11, 2019“Make as much money as you can and keep what you get. That’s the way to become rich.” – Scottish adage When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed … Continue reading →investsense
- REAL Wealth Management 2019 – Accumulation April 10, 2019As promised, over the next few 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 wealth management deal with the accumulation phase. … Continue reading →investsense
- “Humble Arithmetic,” Prudence, and Successful Investing – 2019 December 2, 2019
Monthly Archives: August 2013
Why Wall Street and Insurance Industry Oppose a Fiduciary Standard
Excellent article from Forbes and author John Wasik on the real reason that Wall Street and the insurance industry are fighting so hard to prevent the establish of a universal fiduciary standard. As usual, a battle of the best interests. … Continue reading
Posted in Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k Investing, abusive practices, asset protection, investment advice, investment portfolios, investments, investor protection, portfolio construction, wealth management, wealth preservation
CommonSense InvestSense: Accumulating and Preserving Wealth
Facts do not cease to exist because they are ignored – Aldous Huxley Your account is a brokerage account and not an advisory account. Our interests may not always be the same as yours. Please ask us questions to make … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, abusive practices, Active Management Value Ratio, asset protection, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investment scams, investments, investor protection, InvestSense, portfolio construction, retirement planning, stockbrokers, wealth management, wealth preservation
A Matter of Trust and Wealth Preservation
As many people know, I have been a very outspoken advocate for a universal fiduciary standard for the financial services industry. As a securities/wealth preservation attorney and a former compliance director, I am well aware of the questionable practices that … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged abusive practices, Active Management Value Ratio, asset protection, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investments, investor protection, portfolio construction, retirement planning, stockbrokers, wealth management, wealth preservation
