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CommonSense InvestSense- 4Q 2021 AMVR “Cheat Sheet” January 12, 2022At the end of each calendar quarter, InvestSense publishes the 5 and 10-year Active Management Value Ratio (AMVR) scores of the non-index funds in “Pensions & Investments” annual survey of the most used mutual funds in U.S. defined contribution plans. … Continue reading →investsense
- The Dangers of “Black Box” Financial Planning/Plans November 18, 2021Financial planning, when done properly, can be a valuable process to consumers. So say yes to the process of financial planning. However, when it comes to financial plans, avoid the inherent issues of “black box” financial planning and “canned” financial … Continue reading →investsense
- 3Q 2021 Top Ten 401(k) AMVR “Cheat Sheet” October 3, 2021Posted on October 3, 2021 by jwatkins When InvestSense prepares a forensic analysis for a 401(k)/403(b) pension plan, a trust, an attorney, or an institutional client, we always do an analysis over five and ten-year time periods to analyze the … Continue reading →investsense
- Remembering David Swensen: “The Mutual Fund Merry-Go-Round” September 14, 2021The late David Swensen was the well-known Chief Investment Officer of Yale University. He was also an outspoken advocate for investor protection. While performing some research for a brief, I ran across this op-ed, “The Mutual Fund Merry-Go-Round,” that David … Continue reading →investsense
- Recent AMVR Twitter and LinkedIn post July 28, 2021While the DOL (“fiduciary”) and the SEC (“best interest”) debate their applicable standards, I suggest that cost-efficiency should be a key factor in whatever they decide. Even former SEC chairman Jay Clayton discussed the importance of cost-efficiency re “best interest.” … Continue reading →investsense
- New InvestSense video: “The Active Management Value Ratio 4.0: What Investors and Investment Fiduciaries REALLY Need to Know About Wealth Accumulation and Preservation” July 21, 2021 investsense
- “‘Why’ – Investor Protection Made Simple” July 1, 2021=One of the most rewarding aspects of writing this blog and my books is when someone contacts you and thanks you for the information and advice that you provide. I recently had someone write and tell me that they have … Continue reading →investsense
- REAL Wealth Management 2021 – Wrap-Up June 11, 2021Over the past few days, 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 2021 – Wealth Distributions and Transfers June 10, 2021Today, 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 2021 – Preservation June 9, 2021“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
- 4Q 2021 AMVR “Cheat Sheet” January 12, 2022
Monthly Archives: January 2019
The “Secret” Morningstar
I love Morningstar. It is my primary research source. I enjoy the posts of their columnists. But unlike most investors who use Morningstar, I basically ignore their legendary “star” system. Morningstar itself has told investors that their star system is … Continue reading
Posted in Active Management Value Ratio, AMVR, Asset Protection, Closet Index Funds, Common Sense, Consumer Protection, Fiduciary, Fiduciary Standard, Investment Advice, Investment Advisors, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged Active Management Value Ratio, asset protection, Closet Index Funds, Consumer Protection, investing, investment advice, investment advisors, investment losses, investment portfolios, investment scams, investments, investor protection, InvestSense, wealth management, wealth preservation
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