Category Archives: Retirement Planning

Three Numbers Every Investor and Fiduciary Should Remember

Posted on July 28, 2011 by investsense

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 , , , , , , , , , , , | Leave a comment

The Power of the Proactive Investor, Part Two

Posted on July 9, 2011 by investsense

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 , , , , , , , , , , | 2 Comments

The Power of the Proactive Investor, Part One

Posted on July 9, 2011 by investsense

“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 , , , , , , , , , , , | 1 Comment

Optimizing Your Retirement Plan’s Investment Options

Posted on May 4, 2011 by investsense

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 , , , , , , , , , , , | 2 Comments

The Absolute Truth About Wealth Preservation Investing

Posted on April 21, 2011 by investsense

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 , , , , , , , , , , , | 2 Comments

Breach of Trust

Posted on March 20, 2011 by investsense

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 →

Posted in Asset Protection, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Preservation | Leave a comment