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: Closet Index Funds
Three Return “Secrets” to Improved Investment Performance: Interpreting Investment Returns
A 2007 study by Schwab Institutional estimated that approximately 75 percent of investor accounts they studied were unsuitable as being inconsistent with either an investor’s financial goals or financial needs. While one might expect widespread denial of the study’s findings, … Continue reading
Posted in Absolute Returns, Closet Index Funds, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged Absolute Returns, Active Management Value Ratio, Advice, Closet Index Funds, financial interests, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investor protection, portfolio construction, stockbrokers, wealth management, wealth preservation
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“CommonSense InvestSense™”…Account Management
“Don’t gamble. Take all your savings and buy some good stock and hold it ’til it goes up then sell it. If it don’t go up, don’t buy it. Will Rogers If only it were that easy. While no one … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Portfolios, Investor Protection, Portfolio Construction, Retirement, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k Investing, abusive practices, Active Management Value Ratio, asset protection, black box investment fraud, Closet Index Funds, financial planning, investing, investment advice, investment advisors, investment losses, investment portfolios, investment scams, investments, investor protection, InvestSense, portfolio construction, retirement planning, wealth distribution, wealth management, wealth preservation
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CommonSense InvestSense 