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: Equity Indexed Annuities
Battle of the Best Interests: Why the Financial Services Industry Opposes a True Fiduciary Standard and Genuine Investor Protection
By James W. Watkins, III, J.D., CFP Board Emeritus™, AWMA® Quick Answer – Because mutual fund companies, insurance companies, and broker-dealers that peddle the actively managed mutual funds and annuities they offer cannot meet such a standard. Ask yourself, why … Continue reading
Posted in Active Management Value Ratio, AMVR, annuities, Asset Protection, Best Interests, Consumer Protection, cost efficient investing, cost-effficiency, Equity Indexed Annuities, Estate Planning, Fixed Indexed Annuities, investing, Investment Advice, Investment Advisors, investments, portfolio planning, Portfolio Planning, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation
Tagged Equity Indexed Annuities, financial planning, Fixed Indexed Annuities, investing, investment advice, investment portfolios, investments, investor protection, portfolio construction, variable annuities, wealth management, wealth preservation
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Investor Alert: Variable Annuities and Fixed Indexed Annuities
The 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
Posted in Asset Protection, Consumer Protection, Consumer Rights, Equity Indexed Annuities, Estate Planning, Fiduciary, Fixed Indexed Annuities, Investment Advice, Investment Advisors, Investor Protection, IRA, pension plans, portfolio planning, Portfolio Planning, Retirement, Retirement Plan Participants, Retirement Planning, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, abusive practices, Advice, black box investment fraud, Consumer Protection, Equity Indexed Annuities, estate planning, Fiduciary, financial planning, Fixed Indexed Annuities, investing, investment advice, investment advisors, investment portfolios, investment scams, investor protection, IRAs, portfolio construction, retirement plan participants, retirement planning, stockbrokers, variable annuities, variable annuity abuse, wealth management, wealth preservation
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CommonSense InvestSense 