Category Archives: Active Management Value Ratio

Are Your 401(k) Plan’s Mutual Funds Legally Investment-Worthy?

“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

Posted in Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Consumer Rights, ERISA, Fiduciary, Fiduciary Standard, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , ,

1+1=33%, or the Myth of the 1% Annual Investment Fee

This post is going to be short and sweet, as I keep getting calls and emails from people who wonder why their portfolios are not performing as well as they think they should. In most cases, their portfolios are the … Continue reading

Posted in Active Management Value Ratio, AMVR, Asset Protection, Closet Index Funds, Fiduciary, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Uncategorized, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , ,