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CommonSense InvestSense- Wealth Preservation and Retirement Accounts July 14, 2017When I tell people that I am a wealth preservation attorney, they often respond by saying that they do not have enough money to need such services. Then I ask them whether they have a 401(k) account, an IRA or … Continue reading →investsense
- The New DOL Fiduciary Rule – Effective June 9, 2017 June 7, 2017On June 9, 2017, the Department of Labor’s (DOL) new fiduciary rule (Rule), or at least parts of same, go into effect for retirement plans covered by the Employees’ Retirement Income Security Act, commonly known as ERISA. The Rule was … Continue reading →investsense
- The Investor Revolution: A “Best Interests” Checklist for Investors and Fiduciaries May 28, 2017The DOL recently announced that it will not seek to delay the effective date of the department’s new fiduciary law. Beginning June 9, 2017, anyone providing advice to pension plans and plan participants will be deemed to be a fiduciary, … Continue reading →investsense
- Controlling the Controllable: Factoring Investment Costs Into the Prudence/Suitability Equation May 10, 2017Facts do not cease to exist because they are ignored. – Aldous Huxley In an earlier post, I discussed the benefits of controlling the controllable aspects of investing. Investors cannot control the performance of the markets. Investment fiduciaries are not … Continue reading →investsense
- Investor Alert: Variable Annuities and Fixed Indexed Annuities April 8, 2017The Department of Labor announced the other day that it was delaying the effectiveness of certain part of their new fiduciary rule for 60 days. This delay was essentially requested by the Trump administration in order to evaluate the fairness … Continue reading →investsense
- 3 Key (But Often Overlooked) Mutual Fund Return Statistics March 4, 2017Anyone who knows me knows that the minute I see a “Top” or “Best” list with regards to financial advisers or investments, I immediately want to do a detailed forensic analysis to substantiate or disprove such claims. As a plaintiff’s … Continue reading →investsense
- Investor Self-Protection Guide 2017 February 18, 2017As a securities/ERISA attorney, Certified Financial Planner® professional and an Accredited Wealth Management Advisor®, I am interested in providing the public with quality financial advice and helping to address the ongoing problem of financial abuse and fraud. One of the … Continue reading →investsense
- How Fees and Expenses Affect Your Investment Portfolio February 16, 2017Informative piece from the Securities and Exchange Commission discussing an issue I’ve discussed on other posts and white pages on this blog. https://www.sec.gov/investor/alerts/ib_fees_expenses.pdfinvestsense
- The Evidence Based Investor February 10, 2017Two excellent posts for investors to consider from my British colleague, Robin Powell, of “The Evidence Based Investor” web site.investsense
- Promoting “Financial Wellness” and “Retirement Readiness” December 3, 2016Two of the hot buzzwords today in the financial media are “financial wellness” and “retirement readiness.” While many people consider financial and investing matters confusing and intimidating, the truth is that people can simplify most matters and still be successful. … Continue reading →investsense
- Wealth Preservation and Retirement Accounts July 14, 2017
Awesome Article and I agree. I have been in the business for almost thrity years and never found a need to sell a VA or EIA. LTC and Life yes, but these other products benefit the insurance company and agent only. I had the opportunity to review a 6M va that the client was totally upside down in and could not do anything for him to stop the bleeding. I did recommend that he report the agent to the State Insurance Commissioner and SEC compliance…. I work closely with the seniors in our area and they are often mislead. Wealth Management and Wealth insurance risk management is an art, that does require skills, ethics, and the ability to see beyond the fact that they can usually afford others follies…just because they have money they should not be subject to this foolishness… Thanks for the article…
Beverly E. Cox