CommonSense InvestSense
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CommonSense 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
- REAL Wealth Management 2021 – Accumulation June 8, 2021As promised, over the next few days 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 … Continue reading →investsense
- REAL Wealth Management-2021 June 6, 2021I 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
- Variable Annuities: Reading Between the Marketing Lines April 21, 2021Variable Annuities:Reading Between the Marketing Lines James W. Watkins, III, J.D., CFP®, AWMA®CEO/Managing MemberInvestSense, LLC “Variable annuities are one of the most overhyped, most oversold, and least understood investment products.” A popular investment industry saying is that “annuities are sold, not … Continue reading →investsense
- Remembering David Swensen: “The Mutual Fund Merry-Go-Round” September 14, 2021
Monthly Archives: January 2021
Cost-Efficiency and Common Sense: Simple Factors in Improving the Accumulation and Preservation of Wealth
Section 7 of the Uniform Prudent Investors Act (UPIA) states that “[w]asting beneficiaries’ money is imprudent.” While the UPIA is directed at trustees and the management of trust assets, common sense tells you that the warning is equally applicable to … Continue reading
DIY Investor and Fiduciary Protection Strategies: 4Q 2020 401(k) Top 10 AMVR Analysis
For the first new blog post since our blog and domain name were recovered, I figured it was only appropriate to re-christen the blog with our popular quarterly “cheat sheet” of the top non-index mutual funds in U.S. 401(k) plans. … Continue reading
Posted in Active Management Value Ratio, AMVR, cost-effficiency, Fiduciary, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, Retirement Plan Participants, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation
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