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: closing argument
New Investor Protection White Paper
With the new year comes the renewed debate for a universal fiduciary standard that would protect the public by requiring that anyone providing investment advice to the public must put the customer’s financial interests ahead of those of the adviser. … Continue reading
Posted in Investment Portfolios, Investor Protection, Portfolio Construction, Portfolio Planning, Retirement Planning, Wealth Preservation
Tagged abusive practices, asset protection, closing argument, financial interests, financial planning, investing, investment losses, investment portfolios, investor protection, InvestSense, stockbrokers, wealth management, wealth preservation
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CommonSense InvestSense 