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: Investment Fraud
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 Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k Investing, asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, portfolio construction, retirement distribution planning, retirement plan participants, retirement planning, wealth management, wealth preservation
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REAL Wealth Management 2019- Preservation
When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed by “what’s that” question. In my law practice, wealth preservation law covers several areas of the law, primarily wealth management, tax … Continue reading
Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Management, Wealth Preservation
Tagged asset protection, black box investment fraud, financial planning, investing, investment losses, investment portfolios, investment scams, investments, investor protection, InvestSense, portfolio construction, wealth management, wealth preservation, wealth recovery
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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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CommonSense InvestSense 