Tag Archives: estate planning

REAL Wealth Management 2021 – Wealth Distributions and Transfers

Posted on June 10, 2021 by investsense

Today, we address what I consider to be the third aspect of a genuine wealth management program – distributions and transfers of one’s assets.  Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading →

Posted in Estate Planning, Integrated Estate Planning, Uncategorized, Wealth Distribution, Wealth Management | Tagged , , , , | Leave a comment

Investor, Protect Thyself: The InvestSense Investor Self-Defense Strategy

Posted on October 15, 2019 by investsense

During his term as Chairman of the Securities and Exchange Commission (SEC).(1993-2001), Arthur Levitt focused more on investor protection than perhaps any other recent SEC Chairman. His advice from a1999 speech, “Financial Self-Defense: Tips From and SEC Insider,” is still … Continue reading →

Posted in Absolute Returns, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Consumer Rights, ERISA, Estate Planning, Fiduciary, Fiduciary Standard, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Uncategorized, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Variable Annuities: Estate Planning Saboteurs

Posted on August 23, 2018 by investsense

As a wealth preservation attorney, my practice involves various areas of the law including investment portfolio analysis, asset protection, risk management and estate planning. Three primary wealth saboteurs are investment portfolio mismanagement, tax erosion, and personal liability exposure. I recently … Continue reading →

Posted in Estate Planning, Fiduciary, Integrated Estate Planning, Investment Advice, Investor Protection, Portfolio Construction, portfolio planning, Retirement Distribution Planning, Variable Annuities, Variable Annuity Abuse, Wealth Preservation | Tagged , , , , , , , , , , , | Leave a comment

Investor Alert: Variable Annuities and Fixed Indexed Annuities

Posted on April 8, 2017 by investsense

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 , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Faux Wealth Management: The Need for Integrated Estate Planning

Posted on August 9, 2014 by investsense

A fellow estate planning colleague of mine called the other day and asked me to review a client’s investment portfolio for legal issues. I had previously reviewed my colleague’s portfolio and had pointed out some issues that were not consistent … Continue reading →

Posted in Estate Planning, Integrated Estate Planning, Investment Advice, Investment Advisors, Investment Fraud, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Planning, Wealth Management | Tagged , , , , , , , , , , , , , , , , , | Leave a comment