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: Portfolio Construction
PACE Your Way to Investment Success
In reviewing and creating investment portfolios, InvestSense uses the acronym PACE as a fundamental guideline. PACE stands for proactive portfolio management, absolute returns, correlation of returns and expense control. By focusing on these four areas, we not only provide useful information for both … Continue reading
Posted in 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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401k Investors’ Right to “Sufficient Information to Make an Informed Decision”
Watching the recent sell-off in the markets and the reported trillion dollar daily losses for investors, I cannot help but wonder how much of those losses were preventable, especially for 401k investors. 401k plans are increasingly opting for participant directed … Continue reading
Posted in 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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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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The Power of the Proactive Investor, Part Two
In Part One of this post, we highlighted strategies that proactive investors can use to better protect their financial security. The strategies mentioned in Part One were more oriented toward the investment account as a whole. However, most securities claims … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement Plan Participants, Retirement Planning, Wealth Preservation
Tagged asset protection, financial planning, investing, investment portfolios, investments, investor protection, InvestSense, retirement plan participants, retirement planning, wealth management, wealth preservation
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The Power of the Proactive Investor, Part One
“Your account is a brokerage account and not an advisory account. Our interests may not always be the same as yours. Please ask us questions to make sure you under-stand your rights and our obligations to you, including the extent … 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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Street Smarts
Wall Street has a lot of colorful sayings. Some of the sayings actually contain useful information for investors. I often refer to some of my favorite Wall Street sayings during my presentations. Interestingly enough, I often have people come up … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, Portfolio Construction, Uncategorized, 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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Optimizing Your Retirement Plan’s Investment Options
One of the things that continues to amaze me are the number of cases we see where participants in a retirement plan have set up unsuitable portfolios in their retirement accounts, thereby exposing themselves to unnecessary investment risk. When asked … 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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The Absolute Truth About Wealth Preservation Investing
American investors lost trillions of dollars as a result of the bear markets of 2000-2002 and 2008. As a result of such losses, mutual funds companies are beginning to offer so called absolute return mutual funds. The goal of an … 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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Breach of Trust
Once again, Congress has shown its true colors, as steps have been taken to prevent the implementation of a universal fiduciary standard in the financial services industry. Despite the clear evidence of recent abuses on Wall Street and studies supporting … Continue reading
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