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: financial interests
Financial Planning vs. Financial Plans
Many financial planners charge $5,000 or more to develop a retirement plan, or a five-year plan, for you and your family. You will receive a nice, thick brochure with numbers in it. Separate each page carefully. You now have a … Continue reading
Posted in Asset Protection, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, asset protection, black box investment fraud, financial interests, financial planning, investing, investment advice, investment losses, investment portfolios, investment scams, investor protection, InvestSense, portfolio construction, retirement planning, stockbrokers, wealth management, wealth preservation
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CommonSense InvestSense: REAL Wealth Management 2019
I originally ran this series back in 2013. The series has proven to be among the blog’s most popular posts. So we are going to update the original posts and re-run the entire series. Today we address the ongoing “wealth … Continue reading
Posted in Investor Protection, Portfolio Construction, portfolio planning, Retirement Plan Participants, Retirement Planning, Wealth Management, Wealth Preservation
Tagged 401k, 401k Investing, asset protection, financial interests, financial planning, investing, investment advisors, investment portfolios, investment scams, investments, IRAs, Pension Planning, portfolio construction, retirement planning, wealth management, wealth preservation
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Sunlight Is the Best Disinfectant
A previous InvestSense white paper discussed one question every investor should ask their financial advisers whenever investment recommendations are provided-“Why?” The new InvestSense white paper, “Sunlight Is the Best Disinfectant,” provides nineteen more questions that investors should ask to better … Continue reading
Posted in Asset Protection, Investment Portfolios, Investor Protection, portfolio planning, Retirement Plan Participants, Wealth Preservation
Tagged asset protection, black box investment fraud, financial interests, financial planning, investing, investment portfolios, investor protection, wealth management, wealth preservation
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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 