Tag Archives: investing

New InvestSense video: “The Active Management Value Ratio 4.0: What Investors and Investment Fiduciaries REALLY Need to Know About Wealth Accumulation and Preservation”

Posted in Uncategorized | Tagged , , , , , | Leave a comment

“‘Why’ – Investor Protection Made Simple”

=One of the most rewarding aspects of writing this blog and my books is when someone contacts you and thanks you for the information and advice that you provide. I recently had someone write and tell me that they have … Continue reading

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

REAL Wealth Management 2021 – Wrap-Up

Over the past few days, I have written posts to discuss what I perceive to be the three true areas of comprehensive wealth management – accumulation, preservation/protection and distribution/transfer. While many financial professionals may claim to be wealth managers, a … Continue reading

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

REAL Wealth Management 2021 – Preservation

“Make as much money as you can and keep what you get. That’s the way to become rich.” – Scottish adage When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed … Continue reading

Posted in Active Management Value Ratio, AMVR, Asset Protection, Estate Planning, Investment Advice, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Uncategorized, Wealth Management, Wealth Preservation, Wealth Recovery | Tagged , , , , , , , , | Leave a comment

REAL Wealth Management 2021 – Accumulation

As promised, over the next few days I will discuss what I believe are the three aspects of real wealth management – accumulation, protection/preservation and distribution.  Most of the posts and white papers on wealth management deal with the accumulation … Continue reading

Posted in Absolute Returns, Active Management Value Ratio, AMVR, Closet Index Funds, Consumer Protection, Equity Indexed Annuities, Fixed Indexed Annuities, Investment Advice, Investment Advisors, Investment Fraud, Investment Portfolios, Investor Protection, portfolio planning, Uncategorized, Variable Annuities, Variable Annuity Abuse, Wealth Accumulation, Wealth Management | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment

REAL Wealth Management-2021

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 Investment Portfolios, Portfolio Construction, portfolio planning, Retirement, Retirement Distribution Planning, Retirement Plan Participants, Retirement Planning, Wealth Accumulation, Wealth Distribution, Wealth Management, Wealth Preservation, Wealth Recovery | Tagged , , , , , , , , , , , , | Leave a comment

Cost-Efficiency and Common Sense: Simple Factors in Improving the Accumulation and Preservation of Wealth

Section 7 of the Uniform Prudent Investors Act (UPIA) states that “[w]asting beneficiaries’ money is imprudent.” While the UPIA is directed at trustees and the management of trust assets, common sense tells you that the warning is equally applicable to … Continue reading

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

“Humble Arithmetic,” Prudence, and Successful Investing – 2019

Facts do not cease to exist because they are ignored. – Aldous Huxley In 2005, the late John Bogle, of Vanguard fame, spoke at the 60th anniversary conference of the Financial Analysts Journal. Mr. Bogle’s presentation, entitled “The Relentless Rules … Continue reading

Posted in Investment Portfolios, Portfolio Construction, portfolio planning, Retirement Distribution Planning, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , | Leave a comment

Full Disclosure: The Art of Reading and Interpreting Mutual Fund Ads

One of the most frequent questions I receive is how to effectively read and interpret mutual fund advertisements. I receive this question not only from individual investors, but from professional investment fiduciaries, such as pension plan sponsors, and securities/ERISA attorneys. … Continue reading

Posted in Active Management Value Ratio, AMVR, Asset Protection, Best Interest Proposal, Best Interests, Consumer Protection, ERISA, Fiduciary, Investment Advice, Investment Advisors, Investor Protection, IRA, pension plans, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement, Uncategorized, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

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

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