CommonSense InvestSense
CommonSense InvestSense
- 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
- 1Q 2022 AMVR “Cheat Sheets”
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Category Archives: IRA
New eBook Now Available
My new eBook, “CommonSense InvestSense: New Strategies for Accumulating and Preserving Wealth,” is now available at amazon.com.
Posted in Common Sense, Investment Advisors, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, Active Management Value Ratio, Closet Index Funds, financial planning, investment advice, investment portfolios, investments, investor protection, IRAs, portfolio construction, retirement distribution planning, retirement plan participants, retirement planning, variable annuities, variable annuity abuse, wealth distribution, wealth management, wealth preservation
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Is Your 401(k) or 403(b) Really Protecting Your Best Interests?
Facts do not cease to exist because they are ignored. Aldous Huxley I have seen a number of articles recently online and in the trade publication I receive talking about “retirement readiness,”how to better prepare a plan’s participants for a … Continue reading
Posted in Common Sense, ERISA, Fiduciary, Investment Advice, Investment Portfolios, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, abusive practices, Active Management Value Ratio, Fiduciary, financial planning, investing, investment advice, investment advisors, investment portfolios, investments, investor protection, Pension Planning, Pensions, portfolio construction, retirement plan participants, retirement planning, wealth management
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‘Nuff Said
While I enjoy writing and providing educational information to investors, sometimes you have to defer to others more eloquent than yourself. I openly admit to being a fan of Charles Ellis. As I have mentioned in this blog, I believe … Continue reading
Posted in Asset Protection, Common Sense, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged Active Management Value Ratio, Advice, asset protection, financial planning, investing, investment advice, investment portfolios, investment scams, investments, investor protection, InvestSense, portfolio construction, retirement plan participants, wealth management
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Wealth Preservation – Avoiding Common Financial “Games”
When people ask me what kind of law I practice, I tell them that I am a wealth preservation attorney. To me, wealth preservation consists of three separate areas of wealth management – accumulation, protection and preservation. Wealth preservation involves … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Distribution Planning, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged abusive practices, Active Management Value Ratio, Advice, asset protection, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investment scams, investments, investor protection, portfolio construction, retirement distribution planning, retirement plan participants, retirement planning, stockbrokers, variable annuities, variable annuity abuse, wealth management, wealth preservation
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The Often Overlooked Importance of Dividends
I just finished reading an interesting article from Dreyfus regarding the historical impact of dividends on the stock market’s total return. The paper states that since 1926, dividends have accounted for approximately 50 percent of the stock market’s total return. … Continue reading
Posted in Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k Investing, Advice, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investments, portfolio construction, retirement planning, stockbrokers, wealth management, wealth preservation
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Non-spousal Inherited IRA Traps
When people ask me what I do for living, I tell them that I am a wealth preservation counsel. Then they usually say, “oh, you are an estate planner.” No, a wealth preservation counsel. Wealth preservation is more than just … Continue reading
Posted in Asset Protection, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Portfolios, IRA, portfolio planning, Retirement Distribution Planning, Retirement Plan Participants, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged asset protection, financial planning, integrated estate planning, investment advice, IRAs, retirement distribution planning, retirement planning, wealth management, wealth preservation
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Does Your 401k Owe You Money?
In addition to this blog, I also write for the Paladin Registry. I just posted a new article on excessive fees within 401k plans. The article is available at http://iwd.paladinregistry.com/products/401k-plan-owe-money/
Posted in Asset Protection, ERISA, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, abusive practices, asset protection, black box investment fraud, financial interests, financial planning, investing, investment advice, investment advisors, investment portfolios, investment scams, investments, investor protection, portfolio construction, retirement plan participants, retirement planning, stockbrokers, wealth management, wealth preservation
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Wealth Preservation and Those Pesky 401(k)/403(b)/IRA Beneficiary Forms
Everybody hates paperwork. So when employees and investors are asked to fill out all the paperwork associated with 401(k) plans and individual retirement plans (IRAs), most people just enter something without giving it much thought. When I was a compliance … Continue reading
Posted in Asset Protection, Common Sense, ERISA, Investment Advice, Investment Portfolios, Investor Protection, IRA, Life Advice, pension plans, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, Advice, asset protection, Fiduciary, financial interests, financial planning, investing, investment advice, investment portfolios, investor protection, IRAs, Pension Planning, Pensions, retirement distribution planning, retirement plan participants, retirement planning, wealth distribution, wealth management, wealth preservation
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Pimento Cheese Sandwiches and Investor Protection
Yesterday I was in North Georgia in connection with a possible case. I took the opportunity to have lunch with a high school classmate who now lives in the area. Both the company and the food were excellent, but both … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, IRA, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k Investing, abusive practices, investing, investment advice, investment advisors, investment portfolios, investment scams, investor protection, IRAs, Pensions, portfolio construction, retirement plan participants, retirement planning, variable annuities, variable annuity abuse, wealth management, wealth preservation
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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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