Category Archives: Uncategorized

God Bless Charles Ellis

Posted on October 24, 2015 by investsense

I am often asked what I feel is the best investment book for investors and what one piece of advice I would give investors. Fortunately, the answer to both is the same – read “Winning the Loser’s Game” by Charles … Continue reading →

Posted in Asset Protection, ERISA, Fiduciary, Investment Advice, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Interpreting “Marketing” Returns From “Real” Investment Returns

Posted on June 1, 2015 by investsense

I am often asked how to make sense out of the return data that is online. For instance, morningstar.com posts various return data. Some of their return data is adjusted for any front-end load that a fund charges. Morningstar’s return … Continue reading →

Posted in Asset Protection, Common Sense, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , | Leave a comment

401(k) Investors: Avoid These 20 Mistakes

Posted on March 6, 2015 by investsense

Mistakes involving 401(k) accounts can be very costly, a some mistakes require IRS approval to correct, and there is no guarantee that such permission will be granted. This article provides some sound advice. 401(k) Investors: Avoid These 20 Mistakes.

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Avoiding Costly “Closet” Index Funds

Posted on February 26, 2014 by investsense

I am a member of the Paladin Registry, a select group of attorneys and investment advisers dedicated to educate investors so that they can better protect themselves against investment fraud and other questionable activity by the investment industry. You can … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Special Investor Alert-Questions About New “Barron’s Advisors”

Posted on May 29, 2013 by investsense

In February, 2012 I wrote a post regarding the value of Barron’s “Top 1000 Advisers List,” citing the questionable criteria used and lack of transparency on the calculation process used in preparing the list. Barron’s has just published a new … Continue reading →

Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Uncategorized, Wealth Preservation | Tagged , , , , , , , , , , , , , | 3 Comments

New White Paper

Posted on September 24, 2011 by investsense

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 , , , , , , , , | 2 Comments

Street Smarts

Posted on June 3, 2011 by investsense

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