CommonSense InvestSense
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CommonSense 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
- REAL Wealth Management-2019 April 9, 2019I originally ran this series back in 2013. The series has proven to be among the blog’s most popular posts. So we are going to update the original posts and re-run the entire series. Today we address the ongoing “wealth … Continue reading →investsense
- How to REALLY Evaluate a Mutual Fund March 9, 2019Get what you can and keep what you have – that’s the way to get rich. – Scottish adage I am a securities/ERISA attorney. I am also a wealth preservation attorney. As a wealth preservation attorney, I help people design … Continue reading →investsense
- The “Secret” Morningstar January 13, 2019I 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 →investsense
- Are Your 401(k) Plan’s Mutual Funds Legally Prudent? October 10, 2018“You get what you don’t pay for.” – John Bogle Full Disclosure and Total Transparency: I am an attorney. More specifically, I am a wealth preservation attorney and a plaintiff’s securities/ERISA attorney. I primarily offer forensic litigation and consulting services … Continue reading →investsense
- Variable Annuities: Estate Planning Saboteurs August 23, 2018As a wealth preservation attorney, my practice involves various areas of the law including investment portfolio analysis, asset protection, risk management and estate planning. Three primary wealth saboteurs are investment portfolio mismanagement, tax erosion, and personal liability exposure. I recently … Continue reading →investsense
- CommonSense InvestSense About…Returns July 20, 2019
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