CommonSense InvestSense
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CommonSense InvestSense- Is Your 401(k) Plan Truly Acting in the Best Interests of the Plan Participants?: Evaluating Your 401(k) Plan with the Active Management Value Ratio and Fiduciary Prudence Forensics
- InvestSense 101: Assets Under Management…or Mismanagement? – Separating Fact From Fiction
- Battle of the Best Interests: Why the Financial Services Industry Opposes a True Fiduciary Standard and Genuine Investor Protection
- 1+1=34: A Step-by-Step Guide to Wealth Management and Preservation Using the Active Management Value Ratio
- At What Cost?: Annuities, Cryptocurrency, and 401(k) Plans
- “CommonSense InvestSense”- Simplifying Prudent Investing with the Active Management Value Ratio™
- “At What Cost” – Annuities and Cryptocurrency vs. Wealth Preservation and Investor Protection
- “The Lie of the Pie” – Mutual Fund Marketing “Trickeration”
- Upon Further Review-Rethinking the Investment Decision-Making Process
- The Active Management Value Ratio™ 3.0: Maximizing Cost-Efficiency to Improve Investment Returns and Wealth Preservation
Category Archives: Asset Protection
3 (and a half) Common IRA Mistakes to Avoid
Individual retirement accounts (IRAs) have proven to be a very popular investment option. When set-up properly, IRAs can provide investors with greater flexibility and overall wealth management opportunities than traditional retirement accounts such as 401(k) and 403(b) accounts. That said, … Continue reading
Posted in Asset Protection, Investor Protection, IRA, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged asset protection, financial planning, investments, investor protection, InvestSense, IRAs, Pension Planning, Pensions, retirement plan participants, retirement planning, wealth management, wealth preservation
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Avoiding the “Missing the Ten Best Days” Ruse
Stockbrokers and investment advisors sometimes employ the “missing the best days in the market” ruse to convince investors to stay in the market, even when economic and market indicators suggest a more defensive strategy. In some cases, advice is simply to preserve … Continue reading
Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged 401k, abusive practices, asset protection, financial planning, investing, investment losses, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement plan participants, retirement planning, wealth management, wealth preservation
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Sunlight Is the Best Disinfectant
A previous InvestSense white paper discussed one question every investor should ask their financial advisers whenever investment recommendations are provided-“Why?” The new InvestSense white paper, “Sunlight Is the Best Disinfectant,” provides nineteen more questions that investors should ask to better … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, portfolio planning, Retirement Plan Participants, Wealth Preservation
Tagged asset protection, black box investment fraud, financial interests, financial planning, investing, investment portfolios, investor protection, wealth management, wealth preservation
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Bigger Than Madoff?
The new InvestSense white paper, “Dirty Little Secrets: Protecting Investors and Fiduciaries Against ‘Black Box’ Investment Fraud,” provides information and advice on how to avoid the often subtle and overlooked problem of “black box” asset allocation/ portfolio optimization plans. Based … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Wealth Preservation
Tagged abusive practices, asset protection, black box investment fraud, financial planning, investing, investment losses, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement planning, wealth management, wealth preservation
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Special Alert-Barron’s “America’s Top 1000 Financial Advisors”
I am, and always have been, a huge fan of Barron’s. It is a great resource for investors and those having interests in the financial services industry. However, the “America’s Top 100 Financial Advisors” supplement in the February 20, 2012, issue has to … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged investment advisors, investment scams, wealth management, wealth preservation
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The One Question Every Investor Should Always Ask
This week I had two referrals that prompted this post. In each case, I was asked to provide a pre-investment suitability analysis for fiduciaries involved in the cases. One case involved a trust for two children whose parents had died. … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Plan Participants, Retirement Planning
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, retirement planning, wealth management, wealth preservation
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Trust, But Verify
I recently read an article, “Trust, Stupidity and Fraud,” which discussed the so-called “unholy trinity” of financial planning. The article, written by Australian attorney Peter Bobbin, forecast a rise in fraud within the financial planning industry. In analyzing fraud, Bobbin … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Planning, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement planning, wealth management, wealth preservation
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The InvestSense Challenge
Protect your financial security with our new white paper, “The InvestSense Challenge.” The Challenge provides key information and industry “secrets” in a “quick” format in furtherance of our motto/mission, the power of the informed investor.
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Planning, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement planning, wealth management, wealth preservation
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New White Paper
New white paper posted on our web site, CommonSense InvestSense, at http://www.investsense.com. “Investment Fraud ‘Secrets’: How to Avoid Becoming a Victim of Investment Fraud,” examines the role of internal beliefs and biases that often prevent investors from recognizing investment fraud … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Uncategorized, Wealth Preservation
Tagged asset protection, financial planning, investment portfolios, investments, investor protection, InvestSense, retirement planning, wealth management, wealth preservation
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Three Numbers Every Investor and Fiduciary Should Remember
The abundance of investment products and investment information available today can be intimidating and confusing to many investors, both novice and professional. Over my twenty-plus years as an attorney and investment adviser, I have tried to help others focus on … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation
Tagged 401k, asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement plan participants, retirement planning, wealth management, wealth preservation
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CommonSense InvestSense 