The “CommonSense InvestSense” blog is a project of InvestSense, a forensic investment analytic and education company located in Alpharetta, Georgia. The Founder and CEO/Managing Member of InvestSense is James W. Watkins, III. Mr. Watkins is an honors graduate of Georgia State University and a graduate of the University of Notre Dame Law School. He has held various financial planning and securities compliance related positions, including serving as Director of Financial Planning Quality Assurance for AXA Advisors, a division of the Equitable Life Assurance Company, and Director of the Peer Review Department at the Certified Financial Planner Board of Standards.
Mr. Watkins has earned the CERTIFIED FINANCIAL PLANNER® and ACCREDITED WEALTH MANAGEMENT ADVISORSM designations from the College of Financial Planning. He was named as a “Top 100 Financial Advisor” by Investopedia in 2019 and 2020.
He has extensive experience in fiduciary law, investment adviser/securities/ERISA law, financial planning, wealth management planning, retirement planning and estate planning.
He is the creator of the Active Management Value Ratio™, a metric that allows investors, investment fiduciaries and attorneys to quickly and easi!y calculate the prudence of actively-managed mutual funds. In 2019 and 2020, he was named as one of America’s Top 100 Financial Advisors by Investopedia.com.
He is the author of several books, including “CommonSense InvestSense: The Power of the Informed Investor,” and “The 401(k)/403(b) Investment Manual: What Plan Sponsors and Plan Participants REALLY Need to Know.”
He has written numerous articles on the issues of wealth management/preservation and fiduciary law. He has been quoted in and /or written for several publications, including the Washington Post, the Atlanta Journal-Constitution, USA Today.com, money.com, the Huffington Post, motleyfool.com, financialplanning.com, institutionalinvestor.com, Financial Advisor, The Evidence Based Investor (TEBI), Plan Consultant magazine and the “Money Savage” podcast.