While I usually only provide original content on this blog, I thought this article from the Motley Fool’s web site was very well done and worth sharing.
CommonSense InvestSense
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CommonSense InvestSense- Controlling the Controllable: Factoring Investment Costs Into the Prudence/Suitability Equation May 10, 2017Facts do not cease to exist because they are ignored. – Aldous Huxley In an earlier post, I discussed the benefits of controlling the controllable aspects of investing. Investors cannot control the performance of the markets. Investment fiduciaries are not … Continue reading →investsense
- Investor Alert: Variable Annuities and Fixed Indexed Annuities April 8, 2017The Department of Labor announced the other day that it was delaying the effectiveness of certain part of their new fiduciary rule for 60 days. This delay was essentially requested by the Trump administration in order to evaluate the fairness … Continue reading →investsense
- 3 Key (But Often Overlooked) Mutual Fund Return Statistics March 4, 2017Anyone who knows me knows that the minute I see a “Top” or “Best” list with regards to financial advisers or investments, I immediately want to do a detailed forensic analysis to substantiate or disprove such claims. As a plaintiff’s … Continue reading →investsense
- Investor Self-Protection Guide 2017 February 18, 2017As a securities/ERISA attorney, Certified Financial Planner® professional and an Accredited Wealth Management Advisor®, I am interested in providing the public with quality financial advice and helping to address the ongoing problem of financial abuse and fraud. One of the … Continue reading →investsense
- How Fees and Expenses Affect Your Investment Portfolio February 16, 2017Informative piece from the Securities and Exchange Commission discussing an issue I’ve discussed on other posts and white pages on this blog. https://www.sec.gov/investor/alerts/ib_fees_expenses.pdfinvestsense
- The Evidence Based Investor February 10, 2017Two excellent posts for investors to consider from my British colleague, Robin Powell, of “The Evidence Based Investor” web site.investsense
- Promoting “Financial Wellness” and “Retirement Readiness” December 3, 2016Two of the hot buzzwords today in the financial media are “financial wellness” and “retirement readiness.” While many people consider financial and investing matters confusing and intimidating, the truth is that people can simplify most matters and still be successful. … Continue reading →investsense
- Special Report: Empowering Teachers for Retirement Readiness November 6, 2016Let’s get straight to the point – teachers at all levels have gotten, and continue to get, inequitable treatment when it comes to options to allow them to become “retirement ready.” My sister-in-law was an assistant principal in a local … Continue reading →investsense
- Wells Fargo, Bank Cross-Selling and Your Right to Privacy October 29, 2016By now, most people are familiar with Wells Fargo and the illegal activities they engaged in by creating fictitious accounts to misrepresent their financial operations. What Wells Fargo did is wrong for a number of reasons, including inflating the price … Continue reading →investsense
- CommonSense InvestSense – Account Management 2016 September 28, 2016“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
- Controlling the Controllable: Factoring Investment Costs Into the Prudence/Suitability Equation May 10, 2017
