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
Tag Archives: 403(b)
REAL Wealth Management 2021 – Accumulation
As promised, over the next few days I will discuss what I believe are the three aspects of real wealth management – accumulation, protection/preservation and distribution. Most of the posts and white papers on wealth management deal with the accumulation … Continue reading
Posted in Absolute Returns, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Equity Indexed Annuities, Fixed Indexed Annuities, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, portfolio planning, Uncategorized, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management
Tagged 401k, 401k Investing, 403(b), Absolute Returns, abusive practices, Active Management Value Ratio, Closet Index Funds, Consumer Protection, financial planning, investing, investment advice, investment advisors, investment scams, investments, investor protection, portfolio construction, variable annuities, variable annuity abuse, wealth management, wealth preservation
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Full Disclosure: The Art of Reading and Interpreting Mutual Fund Ads
One of the most frequent questions I receive is how to effectively read and interpret mutual fund advertisements. I receive this question not only from individual investors, but from professional investment fiduciaries, such as pension plan sponsors, and securities/ERISA attorneys. … Continue reading
Posted in Active Management Value Ratio, AMVR, Asset Protection, Best Interest Proposal, Best Interests, Consumer Protection, ERISA, Fiduciary, Investment Advice, Investment Advisors, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, 403(b), abusive practices, Active Management Value Ratio, Advice, asset protection, Closet Index Funds, Consumer Protection, ERISA, Fiduciary, investing, investment advice, investment advisors, investment losses, investment portfolios, investments, investor protection, IRAs, Pension Planning, Pensions, portfolio construction, retirement plan participants, stockbrokers, wealth management, wealth preservation
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Are Your 401(k) Plan’s Mutual Funds Legally Prudent?
“You get what you don’t pay for.” – John Bogle Full Disclosure and Total Transparency: I am an attorney. More specifically, I am a wealth preservation attorney and a plaintiff’s securities/ERISA attorney. I primarily offer forensic litigation and consulting services … Continue reading
Posted in Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Consumer Rights, ERISA, Fiduciary, Fiduciary Standard, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, 403(b), abusive practices, Active Management Value Ratio, Closet Index Funds, Consumer Protection, ERISA, Fiduciary, investing, investment advice, investment advisors, investment portfolios, investments, Pension Planning, Pensions, portfolio construction, retirement plan participants, retirement planning, stockbrokers, wealth management, wealth preservation
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The Investor Revolution: A “Best Interests” Checklist for Investors and Fiduciaries
The 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
Posted in Best Interests, Closet Index Funds, Common Sense, Consumer Protection, Consumer Rights, DOL fiduciary rule, ERISA, Fiduciary, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, 403(b), Active Management Value Ratio, Advice, Best Interests, Closet Index Funds, Consumer Protection, DOL fiduciary rule, ERISA, Fiduciary, investing, investment advisors, investment portfolios, investments, investor protection, IRAs, Pension Planning, Pensions, portfolio construction, retirement plan participants, retirement planning, stockbrokers, wealth management, wealth preservation
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Special Report: Empowering Teachers for Retirement Readiness
Let’s get straight to the point – teachers at all levels have gotten, and continue to get, inequitable treatment when it comes to options to allow them to become “retirement ready.” My sister-in-law was an assistant principal in a local … Continue reading
Posted in Asset Protection, ERISA, Fiduciary, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, pension plans, Portfolio Construction, portfolio planning, Retirement, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, 403(b), 457(b), abusive practices, Active Management Value Ratio, Closet Index Funds, Fiduciary, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investor protection, Pension Planning, portfolio construction, retirement plan participants, retirement planning, teachers, variable annuities, variable annuity abuse, wealth management, wealth preservation
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